+94.2%
ADI vs USAR
+74.0%
+20.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.6% |
| 7D | +0.4% | -2.1% | +2.5% | +0.5% |
| 30D | -3.8% | +2.6% | -6.4% | -3.9% |
| 3M | -15.3% | -35.0% | +19.8% | -14.7% |
| 6M | +6.7% | -6.9% | +13.6% | +6.7% |
| YTD | +34.8% | +48.0% | -13.2% | +34.0% |
| 1Y | +49.0% | +24.8% | +24.2% | +48.4% |
| 3Y | +108.1% | +73.2% | +34.8% | +94.9% |
| All | +94.2% | +74.0% | +20.2% | +84.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling