+127.4%
ADI vs URA
+36.0%
+91.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.4% | -3.7% | -0.7% |
| 7D | -12.8% | -4.1% | -8.7% | -11.6% |
| 30D | -11.3% | -19.0% | +7.7% | -5.4% |
| 3M | -3.4% | -25.1% | +21.8% | +5.2% |
| 6M | -12.0% | -44.5% | +32.5% | +3.5% |
| YTD | +35.3% | -24.3% | +59.6% | +44.4% |
| 1Y | +58.1% | -28.1% | +86.2% | +70.6% |
| 3Y | +127.4% | +40.7% | +86.7% | +81.5% |
| All | +127.4% | +36.0% | +91.4% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling