-71.8%
ADVB vs URA
-29.3%
-42.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | -1.6% | -22.0% | -23.4% |
| 7D | +27.8% | -1.5% | +29.3% | +27.6% |
| 30D | -50.8% | -10.4% | -40.4% | -50.3% |
| 3M | -70.5% | -29.6% | -40.9% | -70.1% |
| 6M | -46.7% | -40.3% | -6.5% | -45.6% |
| YTD | -56.7% | -25.5% | -31.2% | -60.2% |
| 1Y | -71.8% | -26.4% | -45.3% | -73.9% |
| All | -71.8% | -29.3% | -42.5% | -73.9% |
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