+616.7%
ADI vs UUUU
+495.2%
+121.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.2% |
| 7D | +1.3% | -5.0% | +6.3% | +2.0% |
| 30D | -6.0% | -7.8% | +1.8% | -5.1% |
| 3M | -7.7% | -0.4% | -7.3% | -8.0% |
| 6M | +14.0% | -32.9% | +46.9% | +18.5% |
| YTD | +34.4% | -6.3% | +40.7% | +31.6% |
| 1Y | +48.0% | +7.9% | +40.0% | +39.0% |
| 3Y | +113.3% | +85.2% | +28.1% | +76.1% |
| 5Y | +131.1% | +97.0% | +34.1% | +80.3% |
| All | +616.7% | +495.2% | +121.5% | +328.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling