+144.4%
ADI vs URI
+153.1%
-8.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.2% |
| 7D | +9.5% | +6.7% | +2.7% | +6.5% |
| 30D | -1.4% | +8.9% | -10.3% | -4.6% |
| 3M | +4.7% | +0.5% | +4.2% | +4.6% |
| 6M | -7.4% | +20.7% | -28.1% | -14.6% |
| YTD | +48.1% | +40.0% | +8.0% | +25.1% |
| 1Y | +69.6% | +34.4% | +35.2% | +46.0% |
| 3Y | +144.4% | +149.5% | -5.1% | +61.0% |
| All | +144.4% | +153.1% | -8.8% | +61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling