-31.1%
URA vs ZYBT
-42.3%
+11.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.1% |
| 7D | -10.5% | -3.5% | -7.0% | -10.5% |
| 30D | -18.6% | +15.1% | -33.8% | -18.6% |
| 3M | -23.0% | +7.0% | -30.1% | -23.1% |
| 6M | -40.3% | +37.7% | -78.0% | -39.0% |
| YTD | -23.5% | +19.1% | -42.6% | -21.3% |
| 1Y | -31.1% | -38.3% | +7.2% | -22.7% |
| All | -31.1% | -42.3% | +11.2% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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