+122.1%
URI vs ZBH
-18.5%
+140.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.9% |
| 7D | -2.0% | -2.8% | +0.8% | -1.2% |
| 30D | -12.9% | -0.1% | -12.9% | -13.0% |
| 3M | -6.7% | +13.4% | -20.2% | -10.6% |
| 6M | +19.0% | +3.0% | +16.0% | +17.3% |
| YTD | +25.5% | +9.7% | +15.9% | +20.9% |
| 1Y | +5.5% | -5.4% | +10.9% | +6.1% |
| All | +122.1% | -18.5% | +140.6% | +126.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling