+1,182.4%
URI vs ZBH
+17.3%
+1,165.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.1% | -1.5% |
| 7D | -6.0% | +10.6% | -16.5% | -12.4% |
| 30D | +4.6% | +20.4% | -15.8% | -7.7% |
| 3M | -2.7% | +10.0% | -12.7% | -9.6% |
| 6M | +18.4% | +31.0% | -12.7% | -2.7% |
| YTD | +37.4% | +20.3% | +17.0% | +17.7% |
| 1Y | +30.4% | +22.2% | +8.1% | +10.3% |
| 3Y | +147.9% | +4.7% | +143.2% | +120.6% |
| 5Y | +202.1% | -13.7% | +215.7% | +203.8% |
| 10Y | +1,182.4% | +19.3% | +1,163.1% | +1,015.8% |
| All | +1,182.4% | +17.3% | +1,165.2% | +1,015.8% |
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