+47.7%
ADI vs URI
+5.1%
+42.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.1% |
| 7D | +2.4% | +2.5% | -0.1% | +1.6% |
| 30D | -6.6% | -12.5% | +6.0% | -2.5% |
| 3M | -9.8% | -6.2% | -3.6% | -7.9% |
| 6M | +15.7% | +25.9% | -10.2% | +7.2% |
| YTD | +35.1% | +26.2% | +8.9% | +22.9% |
| 1Y | +47.7% | +5.5% | +42.2% | +37.1% |
| All | +47.7% | +5.1% | +42.6% | +37.1% |
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