+317.2%
ADP vs URI
+1,189.9%
-872.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +0.3% | +9.3% | -9.1% | -2.0% |
| 30D | +11.6% | +7.6% | +4.0% | +9.2% |
| 3M | +15.1% | +1.0% | +14.0% | +14.0% |
| 6M | +46.0% | +19.8% | +26.2% | +37.5% |
| YTD | +22.4% | +41.9% | -19.5% | +8.3% |
| 1Y | +24.5% | +33.4% | -8.9% | +11.9% |
| 3Y | +44.8% | +156.0% | -111.2% | +3.4% |
| 5Y | +49.1% | +209.5% | -160.5% | -3.1% |
| All | +317.2% | +1,189.9% | -872.7% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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