+37,071.1%
ADI vs UL
+2,661.1%
+34,410.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +0.4% | -1.3% | +1.8% | +0.9% |
| 30D | -3.8% | +0.5% | -4.3% | -4.1% |
| 3M | -15.3% | +17.6% | -32.9% | -20.8% |
| 6M | +6.7% | -5.4% | +12.1% | +7.7% |
| YTD | +34.8% | +0.7% | +34.1% | +32.9% |
| 1Y | +49.0% | -9.3% | +58.3% | +52.1% |
| 3Y | +108.1% | +24.5% | +83.5% | +86.7% |
| 5Y | +142.4% | +23.2% | +119.2% | +115.7% |
| 10Y | +589.9% | +64.5% | +525.4% | +445.4% |
| All | +37,071.1% | +2,661.1% | +34,410.1% | +9,010.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling