+1,525.9%
ADI vs UUUU
-92.0%
+1,617.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +2.6% | +1.8% | +0.8% | +2.5% |
| 30D | -4.6% | +1.8% | -6.4% | -4.8% |
| 3M | -9.5% | +1.3% | -10.8% | -9.7% |
| 6M | +14.8% | -26.8% | +41.6% | +16.8% |
| YTD | +35.8% | +0.1% | +35.7% | +33.8% |
| 1Y | +48.9% | +11.2% | +37.7% | +43.9% |
| 3Y | +115.6% | +97.7% | +17.9% | +94.0% |
| 5Y | +135.1% | +127.3% | +7.8% | +104.7% |
| 10Y | +636.4% | +532.6% | +103.8% | +464.2% |
| All | +1,525.9% | -92.0% | +1,617.8% | +1,146.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling