+1,135.8%
URI vs ZBH
+17.7%
+1,118.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.5% |
| 7D | +6.7% | -2.3% | +9.0% | +8.3% |
| 30D | +8.9% | +12.5% | -3.6% | +0.2% |
| 3M | +0.5% | +3.9% | -3.4% | -3.3% |
| 6M | +20.7% | +25.4% | -4.8% | +1.9% |
| YTD | +40.0% | +15.7% | +24.3% | +22.8% |
| 1Y | +34.4% | +15.2% | +19.2% | +18.0% |
| 3Y | +149.5% | +0.3% | +149.1% | +127.7% |
| 5Y | +205.6% | -16.1% | +221.6% | +211.8% |
| All | +1,135.8% | +17.7% | +1,118.1% | +995.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling