+67.1%
URA vs ZYBT
-57.8%
+125.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.2% | -4.0% |
| 7D | -1.5% | -2.5% | +0.9% | -1.5% |
| 30D | -0.4% | -1.2% | +0.9% | -0.4% |
| 3M | +6.3% | +76.7% | -70.4% | +6.1% |
| 6M | -14.0% | +103.6% | -117.6% | -14.8% |
| YTD | +5.3% | +38.3% | -32.9% | +4.8% |
| 1Y | +11.7% | -84.7% | +96.4% | +13.3% |
| All | +67.1% | -57.8% | +125.0% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling