+141.2%
ADI vs URA
+131.0%
+10.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.9% | -0.7% |
| 7D | +2.4% | +8.1% | -5.7% | 0.0% |
| 30D | -6.6% | +5.8% | -12.3% | -8.3% |
| 3M | -9.8% | +3.4% | -13.2% | -11.0% |
| 6M | +15.7% | -2.6% | +18.3% | +15.5% |
| YTD | +35.1% | +11.2% | +24.0% | +28.5% |
| 1Y | +47.7% | +19.8% | +27.9% | +35.0% |
| 3Y | +114.5% | +121.5% | -7.0% | +53.9% |
| 5Y | +141.2% | +134.5% | +6.8% | +65.5% |
| All | +141.2% | +131.0% | +10.3% | +65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling