+151.3%
ADI vs UL
+34.6%
+116.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | +13.4% | -2.5% | +15.9% | +13.3% |
| 30D | -1.3% | +5.7% | -7.0% | -1.4% |
| 3M | +6.8% | +7.0% | -0.2% | +6.6% |
| 6M | -1.9% | +16.1% | -18.0% | -3.1% |
| YTD | +52.3% | +3.6% | +48.7% | +53.3% |
| 1Y | +71.6% | -1.4% | +73.0% | +74.0% |
| All | +151.3% | +34.6% | +116.7% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 3y: compounded portfolio wealth divided by compounded UL 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…
3y analysis · Full analysis span regression · 6 months rolling