+141.2%
ADI vs URI
+200.7%
-59.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.9% |
| 7D | +0.4% | -2.0% | +2.4% | +1.3% |
| 30D | -3.8% | -12.9% | +9.2% | +2.2% |
| 3M | -15.3% | -6.7% | -8.5% | -12.9% |
| 6M | +6.7% | +19.0% | -12.3% | -2.6% |
| YTD | +34.8% | +25.5% | +9.2% | +18.3% |
| 1Y | +49.0% | +5.5% | +43.5% | +41.3% |
| 3Y | +108.1% | +111.3% | -3.2% | +36.6% |
| All | +141.2% | +200.7% | -59.5% | +25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling