-73.1%
ADVB vs URA
-26.7%
-46.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.5% | +8.5% | +9.7% |
| 7D | +10.5% | +2.9% | +7.6% | +10.0% |
| 30D | -56.0% | -10.8% | -45.2% | -55.7% |
| 3M | -70.1% | -25.5% | -44.6% | -69.8% |
| 6M | -53.7% | -41.2% | -12.5% | -52.9% |
| YTD | -60.3% | -21.3% | -39.0% | -63.3% |
| 1Y | -73.1% | -25.7% | -47.4% | -75.2% |
| All | -73.1% | -26.7% | -46.4% | -75.2% |
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