+611.3%
ADI vs URI
+1,157.2%
-545.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | 0.0% |
| 7D | +2.4% | +2.5% | -0.1% | +1.4% |
| 30D | -6.6% | -12.5% | +6.0% | -1.4% |
| 3M | -9.8% | -6.2% | -3.6% | -7.7% |
| 6M | +15.7% | +25.9% | -10.2% | +3.9% |
| YTD | +35.1% | +26.2% | +8.9% | +19.9% |
| 1Y | +47.7% | +5.5% | +42.2% | +40.7% |
| 3Y | +114.5% | +125.0% | -10.5% | +45.4% |
| 5Y | +141.2% | +210.4% | -69.2% | +39.3% |
| 10Y | +611.3% | +1,157.2% | -545.9% | +145.0% |
| All | +611.3% | +1,157.2% | -545.9% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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