+35.3%
UBER vs ADI
+151.1%
-115.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.1% | -0.3% |
| 7D | +1.2% | +0.7% | +0.5% | +0.7% |
| 30D | -1.1% | +0.7% | -1.8% | -1.9% |
| 3M | -10.0% | +6.5% | -16.5% | -12.5% |
| 6M | -7.2% | -2.7% | -4.5% | -8.1% |
| YTD | -13.5% | +52.2% | -65.7% | -29.5% |
| 1Y | -24.5% | +77.5% | -101.9% | -42.5% |
| All | +35.3% | +151.1% | -115.8% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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