+6,893.4%
URI vs ZBRA
+2,430.7%
+4,462.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.0% |
| 7D | -2.0% | +1.8% | -3.7% | -2.7% |
| 30D | -12.9% | -1.7% | -11.3% | -12.4% |
| 3M | -6.7% | +47.8% | -54.5% | -23.6% |
| 6M | +19.0% | +56.7% | -37.8% | -6.0% |
| YTD | +25.5% | +49.4% | -23.9% | +0.6% |
| 1Y | +5.5% | +16.5% | -11.0% | -6.3% |
| 3Y | +111.3% | +31.5% | +79.9% | +73.3% |
| 5Y | +198.6% | -38.6% | +237.1% | +229.0% |
| 10Y | +1,179.9% | +421.0% | +759.0% | +442.7% |
| All | +6,893.4% | +2,430.7% | +4,462.7% | +1,491.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling