+313.7%
ADP vs URI
+1,313.6%
-999.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.9% | -7.3% | -2.1% |
| 7D | +1.1% | -4.0% | +5.1% | +1.9% |
| 30D | +11.5% | +6.8% | +4.7% | +9.4% |
| 3M | +12.0% | -2.8% | +14.9% | +12.1% |
| 6M | +43.8% | +20.9% | +22.9% | +35.1% |
| YTD | +20.1% | +40.2% | -20.2% | +6.5% |
| 1Y | +22.3% | +34.1% | -11.8% | +9.7% |
| 3Y | +43.3% | +164.1% | -120.9% | +1.3% |
| 5Y | +47.3% | +199.3% | -152.0% | -3.3% |
| 10Y | +313.7% | +1,218.8% | -905.1% | +75.3% |
| All | +313.7% | +1,313.6% | -999.9% | +75.3% |
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