+4,377.2%
URI vs ZBH
+287.8%
+4,089.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | -2.0% | -2.8% | +0.8% | -0.3% |
| 30D | -12.9% | -0.1% | -12.9% | -13.0% |
| 3M | -6.7% | +13.4% | -20.2% | -14.2% |
| 6M | +19.0% | +3.0% | +16.0% | +14.7% |
| YTD | +25.5% | +9.7% | +15.9% | +16.3% |
| 1Y | +5.5% | -5.4% | +10.9% | +5.3% |
| 3Y | +111.3% | -15.6% | +126.9% | +119.0% |
| 5Y | +198.6% | -28.1% | +226.7% | +236.1% |
| 10Y | +1,179.9% | -15.2% | +1,195.2% | +1,175.0% |
| All | +4,377.2% | +287.8% | +4,089.4% | +2,593.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling