+164.1%
URI vs ZBRA
+57.4%
+106.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.5% | +5.4% | +6.3% |
| 7D | -4.0% | -9.5% | +5.5% | -0.4% |
| 30D | +6.8% | -15.6% | +22.4% | +13.8% |
| 3M | -2.8% | -13.2% | +10.4% | +2.3% |
| 6M | +20.9% | +44.5% | -23.7% | -0.8% |
| YTD | +40.2% | +34.5% | +5.7% | +17.6% |
| 1Y | +34.1% | +25.9% | +8.2% | +16.2% |
| 3Y | +164.1% | +61.3% | +102.8% | +85.2% |
| All | +164.1% | +57.4% | +106.8% | +85.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling