+1,271.8%
URI vs ZBRA
+407.5%
+864.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.4% |
| 7D | +5.0% | -1.8% | +6.8% | +5.9% |
| 30D | -9.4% | -8.8% | -0.6% | -5.4% |
| 3M | -5.8% | +47.2% | -53.1% | -24.7% |
| 6M | +25.8% | +61.3% | -35.5% | -5.2% |
| YTD | +27.9% | +42.0% | -14.1% | +1.9% |
| 1Y | +9.7% | +10.5% | -0.7% | -1.4% |
| 3Y | +128.0% | +34.5% | +93.5% | +77.8% |
| 5Y | +212.4% | -40.3% | +252.7% | +258.8% |
| 10Y | +1,271.8% | +421.5% | +850.3% | +497.9% |
| All | +1,271.8% | +407.5% | +864.4% | +497.9% |
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