-77.0%
ADVB vs URA
-32.2%
-44.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.5% | -4.4% |
| 7D | -29.5% | -10.5% | -19.0% | -28.8% |
| 30D | -66.9% | -18.6% | -48.2% | -66.6% |
| 3M | -73.7% | -23.0% | -50.7% | -73.5% |
| 6M | -64.8% | -40.3% | -24.5% | -64.3% |
| YTD | -64.0% | -23.5% | -40.6% | -65.8% |
| 1Y | -77.0% | -31.1% | -45.9% | -77.6% |
| All | -77.0% | -32.2% | -44.8% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling