+123.4%
ADI vs UUUU
+74.5%
+48.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.0% | +9.8% | +5.4% |
| 7D | +4.6% | -10.5% | +15.1% | +5.9% |
| 30D | -1.2% | -10.5% | +9.3% | 0.0% |
| 3M | -7.8% | -14.1% | +6.3% | -6.6% |
| 6M | +19.3% | -35.5% | +54.8% | +23.4% |
| YTD | +40.9% | -10.9% | +51.9% | +39.4% |
| 1Y | +54.5% | +3.4% | +51.1% | +46.4% |
| 3Y | +123.4% | +73.1% | +50.3% | +79.5% |
| All | +123.4% | +74.5% | +48.9% | +79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling