+1,186.2%
URI vs ZBH
-17.1%
+1,203.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.3% | -1.6% | -2.5% |
| 7D | -0.5% | -6.6% | +6.1% | +3.6% |
| 30D | -13.4% | -4.9% | -8.4% | -10.8% |
| 3M | -6.2% | +5.1% | -11.3% | -10.0% |
| 6M | +28.0% | +1.3% | +26.6% | +24.2% |
| YTD | +23.0% | +3.4% | +19.6% | +17.5% |
| 1Y | +5.5% | -8.7% | +14.2% | +7.4% |
| 3Y | +119.2% | -21.2% | +140.4% | +138.2% |
| 5Y | +201.0% | -29.2% | +230.2% | +244.7% |
| All | +1,186.2% | -17.1% | +1,203.3% | +1,124.6% |
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