+1,135.8%
URI vs ZBRA
+382.3%
+753.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -2.2% |
| 7D | +6.7% | +0.6% | +6.1% | +6.4% |
| 30D | +8.9% | -14.0% | +22.9% | +16.7% |
| 3M | +0.5% | -14.7% | +15.2% | +7.9% |
| 6M | +20.7% | +31.3% | -10.6% | +1.3% |
| YTD | +40.0% | +33.4% | +6.6% | +14.6% |
| 1Y | +34.4% | +34.1% | +0.3% | +9.7% |
| 3Y | +149.5% | +59.9% | +89.6% | +77.2% |
| 5Y | +205.6% | -45.3% | +250.8% | +265.6% |
| All | +1,135.8% | +382.3% | +753.5% | +549.6% |
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