+179.2%
URI vs ZBH
-19.6%
+198.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.6% |
| 7D | -9.8% | +11.7% | -21.5% | -14.3% |
| 30D | +1.7% | +19.3% | -17.6% | -6.2% |
| 3M | -9.1% | +8.9% | -18.0% | -13.0% |
| 6M | +9.9% | +28.2% | -18.3% | -3.2% |
| YTD | +31.2% | +18.4% | +12.8% | +19.0% |
| 1Y | +25.9% | +20.6% | +5.4% | +13.0% |
| 3Y | +147.4% | -0.6% | +148.0% | +136.2% |
| All | +179.2% | -19.6% | +198.8% | +202.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling