-76.1%
ADVB vs URA
-28.3%
-47.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -5.3% | -4.3% | -8.2% |
| 7D | -28.0% | -13.3% | -14.8% | -25.9% |
| 30D | -70.2% | -25.9% | -44.3% | -70.9% |
| 3M | -76.1% | -27.8% | -48.3% | -76.2% |
| All | -76.1% | -28.3% | -47.8% | -76.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling