+210.4%
URI vs ZBRA
-39.4%
+249.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.7% |
| 7D | +2.5% | +2.6% | 0.0% | +1.4% |
| 30D | -12.5% | -6.4% | -6.2% | -10.2% |
| 3M | -6.2% | +51.3% | -57.5% | -23.9% |
| 6M | +25.9% | +60.5% | -34.6% | -1.8% |
| YTD | +26.2% | +45.2% | -19.0% | +2.4% |
| 1Y | +5.5% | +12.3% | -6.9% | -4.0% |
| 3Y | +125.0% | +37.5% | +87.5% | +79.4% |
| 5Y | +210.4% | -39.2% | +249.6% | +262.9% |
| All | +210.4% | -39.4% | +249.9% | +262.9% |
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 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