+4,640.2%
ADI vs URI
+7,462.1%
-2,821.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | -12.8% | -9.8% | -3.1% | -10.0% |
| 30D | -11.3% | +1.7% | -13.1% | -11.7% |
| 3M | -3.4% | -9.1% | +5.7% | -0.6% |
| 6M | -12.0% | +9.9% | -21.9% | -14.5% |
| YTD | +35.3% | +31.2% | +4.0% | +23.3% |
| 1Y | +58.1% | +25.9% | +32.1% | +45.9% |
| 3Y | +127.4% | +147.4% | -20.0% | +70.6% |
| 5Y | +114.6% | +179.7% | -65.2% | +53.2% |
| 10Y | +589.3% | +1,419.5% | -830.2% | +192.2% |
| All | +4,640.2% | +7,462.1% | -2,821.9% | +743.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling