-97.4%
ADVB vs RVTY
+36.2%
-133.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -5.4% | -4.1% | -9.5% |
| 7D | -28.0% | -9.0% | -19.0% | -28.2% |
| 30D | -70.2% | -1.6% | -68.7% | -70.1% |
| 3M | -76.1% | +31.2% | -107.3% | -75.7% |
| 6M | -72.3% | +63.6% | -135.9% | -72.1% |
| YTD | -67.5% | +56.3% | -123.7% | -67.1% |
| 1Y | -78.6% | +63.3% | -141.9% | -78.3% |
| All | -97.4% | +36.2% | -133.6% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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