+32.9%
URI vs ZYBT
-42.3%
+75.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.2% | -6.6% | -4.4% |
| 7D | -4.3% | -3.5% | -0.8% | -4.3% |
| 30D | +4.6% | +15.1% | -10.5% | +4.7% |
| 3M | -2.1% | +7.0% | -9.2% | -2.0% |
| 6M | +21.9% | +37.7% | -15.8% | +26.4% |
| YTD | +39.7% | +19.1% | +20.6% | +48.3% |
| 1Y | +32.9% | -38.3% | +71.1% | +45.9% |
| All | +32.9% | -42.3% | +75.2% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling