+8.5%
ADVB vs URA
+17.2%
-8.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.6% |
| 7D | -3.8% | +1.1% | -4.8% | -3.5% |
| 30D | +17.6% | +7.4% | +10.2% | +19.0% |
| 3M | +119.1% | -8.4% | +127.5% | +117.6% |
| 6M | +103.4% | -12.7% | +116.1% | +101.0% |
| YTD | +59.8% | +7.8% | +52.1% | +69.2% |
| 1Y | +8.5% | +19.5% | -10.9% | +36.5% |
| All | +8.5% | +17.2% | -8.7% | +36.5% |
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