+1,355.4%
ADI vs URA
-31.1%
+1,386.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +0.4% | +1.1% | -0.6% | +0.1% |
| 30D | -3.8% | +7.4% | -11.2% | -6.2% |
| 3M | -15.3% | -8.4% | -6.9% | -13.0% |
| 6M | +6.7% | -12.7% | +19.4% | +10.4% |
| YTD | +34.8% | +7.8% | +27.0% | +28.7% |
| 1Y | +49.0% | +19.5% | +29.6% | +35.2% |
| 3Y | +108.1% | +116.4% | -8.3% | +48.1% |
| 5Y | +142.4% | +134.3% | +8.1% | +59.5% |
| 10Y | +589.9% | +359.3% | +230.7% | +228.3% |
| All | +1,355.4% | -31.1% | +1,386.5% | +1,042.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling