+1,182.4%
URI vs ZBRA
+373.7%
+808.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.4% | -1.3% |
| 7D | -6.0% | -2.5% | -3.5% | -4.7% |
| 30D | +4.6% | -17.0% | +21.6% | +14.1% |
| 3M | -2.7% | -15.0% | +12.3% | +4.6% |
| 6M | +18.4% | +42.2% | -23.8% | -5.0% |
| YTD | +37.4% | +32.4% | +5.0% | +12.9% |
| 1Y | +30.4% | +23.3% | +7.1% | +11.1% |
| 3Y | +147.9% | +55.9% | +92.0% | +78.5% |
| 5Y | +202.1% | -44.8% | +246.8% | +259.3% |
| 10Y | +1,182.4% | +371.4% | +811.1% | +588.7% |
| All | +1,182.4% | +373.7% | +808.7% | +588.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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