+199.3%
URI vs ZBRA
-45.3%
+244.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.5% | +5.4% | +6.3% |
| 7D | -4.0% | -9.5% | +5.5% | -0.1% |
| 30D | +6.8% | -15.6% | +22.4% | +14.4% |
| 3M | -2.8% | -13.2% | +10.4% | +2.7% |
| 6M | +20.9% | +44.5% | -23.7% | -1.4% |
| YTD | +40.2% | +34.5% | +5.7% | +17.1% |
| 1Y | +34.1% | +25.9% | +8.2% | +15.5% |
| 3Y | +164.1% | +61.3% | +102.8% | +95.2% |
| 5Y | +199.3% | -45.2% | +244.5% | +251.1% |
| All | +199.3% | -45.3% | +244.7% | +251.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling