+37,071.1%
ADI vs USB
+8,537.0%
+28,534.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +0.4% | +1.4% | -1.0% | -0.1% |
| 30D | -3.8% | -1.3% | -2.5% | -3.4% |
| 3M | -15.3% | +15.2% | -30.5% | -19.6% |
| 6M | +6.7% | +18.8% | -12.1% | +0.1% |
| YTD | +34.8% | +21.0% | +13.8% | +25.3% |
| 1Y | +49.0% | +34.0% | +15.0% | +33.6% |
| 3Y | +108.1% | +95.3% | +12.8% | +62.9% |
| 5Y | +142.4% | +40.4% | +102.1% | +108.0% |
| 10Y | +589.9% | +107.3% | +482.6% | +402.2% |
| All | +37,071.1% | +8,537.0% | +28,534.2% | +8,595.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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