-77.5%
ADVB vs URA
-31.4%
-46.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.4% | -0.2% | +3.7% |
| 7D | -13.9% | -4.1% | -9.8% | -13.5% |
| 30D | -68.1% | -19.0% | -49.1% | -67.8% |
| 3M | -73.4% | -25.1% | -48.2% | -73.1% |
| 6M | -70.8% | -44.5% | -26.3% | -70.3% |
| YTD | -66.1% | -24.3% | -41.8% | -68.0% |
| 1Y | -77.5% | -28.1% | -49.4% | -78.9% |
| All | -77.5% | -31.4% | -46.1% | -78.9% |
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