+47.3%
ADI vs UUUU
+9.0%
+38.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.3% |
| 7D | +1.3% | -5.0% | +6.3% | +1.9% |
| 30D | -6.0% | -7.8% | +1.8% | -5.2% |
| 3M | -7.7% | -0.4% | -7.3% | -7.9% |
| 6M | +14.0% | -32.9% | +46.9% | +15.8% |
| YTD | +34.4% | -6.3% | +40.7% | +35.2% |
| All | +47.3% | +9.0% | +38.4% | +44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling