+58.7%
ADI vs URI
+24.4%
+34.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.3% |
| 7D | -12.8% | -9.8% | -3.1% | -9.2% |
| 30D | -11.3% | +1.7% | -13.1% | -11.4% |
| 3M | -3.4% | -9.1% | +5.7% | +0.2% |
| 6M | -12.0% | +9.9% | -21.9% | -14.0% |
| YTD | +35.3% | +31.2% | +4.0% | +19.0% |
| All | +58.7% | +24.4% | +34.3% | +46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling