+5,503.3%
ADBE vs URI
+7,462.1%
-1,958.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -3.2% |
| 7D | -4.4% | -9.8% | +5.4% | -2.0% |
| 30D | +2.8% | +1.7% | +1.1% | +2.2% |
| 3M | -8.0% | -9.1% | +1.0% | -6.3% |
| 6M | -4.3% | +9.9% | -14.2% | -8.0% |
| YTD | -31.6% | +31.2% | -62.8% | -38.5% |
| 1Y | -26.9% | +25.9% | -52.8% | -33.6% |
| 3Y | -57.7% | +147.4% | -205.1% | -68.7% |
| 5Y | -63.9% | +179.7% | -243.6% | -74.5% |
| 10Y | +125.3% | +1,419.5% | -1,294.2% | -6.6% |
| All | +5,503.3% | +7,462.1% | -1,958.8% | +938.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling