+210.4%
URI vs ZBH
-30.7%
+241.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.5% | +2.2% |
| 7D | +2.5% | -5.2% | +7.7% | +4.8% |
| 30D | -12.5% | -2.4% | -10.1% | -11.8% |
| 3M | -6.2% | +8.3% | -14.4% | -10.1% |
| 6M | +25.9% | +0.7% | +25.2% | +24.0% |
| YTD | +26.2% | +5.3% | +20.8% | +21.3% |
| 1Y | +5.5% | -9.1% | +14.6% | +7.7% |
| 3Y | +125.0% | -19.7% | +144.7% | +141.2% |
| 5Y | +210.4% | -31.3% | +241.7% | +233.2% |
| All | +210.4% | -30.7% | +241.2% | +233.2% |
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