+79.3%
ADI vs USAR
-49.3%
+128.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.9% | +2.6% | -2.6% |
| 7D | -5.1% | -21.8% | +16.6% | -2.5% |
| 30D | -3.1% | -39.9% | +36.9% | +2.1% |
| 3M | +7.1% | -52.5% | +59.7% | +15.4% |
| 6M | +2.9% | -67.9% | +70.9% | +13.7% |
| YTD | +51.1% | -31.1% | +82.2% | +56.6% |
| 1Y | +79.3% | -49.8% | +129.2% | +90.2% |
| All | +79.3% | -49.3% | +128.6% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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