+636.4%
ADI vs URA
+369.2%
+267.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +1.0% |
| 7D | +2.6% | +5.7% | -3.1% | +0.7% |
| 30D | -4.6% | +5.6% | -10.2% | -6.5% |
| 3M | -9.5% | +6.2% | -15.7% | -11.5% |
| 6M | +14.8% | -8.2% | +23.1% | +16.9% |
| YTD | +35.8% | +9.7% | +26.2% | +28.9% |
| 1Y | +48.9% | +17.0% | +32.0% | +35.9% |
| 3Y | +115.6% | +118.5% | -2.9% | +51.0% |
| 5Y | +135.1% | +134.3% | +0.8% | +51.9% |
| 10Y | +636.4% | +377.5% | +259.0% | +218.3% |
| All | +636.4% | +369.2% | +267.2% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling