-87.2%
ADVB vs URA
+98.0%
-185.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.7% |
| 7D | -3.8% | +1.1% | -4.8% | -3.7% |
| 30D | +17.6% | +7.4% | +10.2% | +17.5% |
| 3M | +119.1% | -8.4% | +127.5% | +120.0% |
| 6M | +103.4% | -12.7% | +116.1% | +103.7% |
| YTD | +59.8% | +7.8% | +52.1% | +56.6% |
| 1Y | +8.5% | +19.5% | -10.9% | -6.0% |
| All | -87.2% | +98.0% | -185.2% | -93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling