-53.6%
Z vs URA
-32.2%
-21.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.1% | +10.5% | +9.5% |
| 7D | +10.2% | -10.5% | +20.7% | +11.3% |
| 30D | +23.7% | -18.6% | +42.3% | +26.2% |
| 3M | -6.6% | -23.0% | +16.5% | -4.2% |
| 6M | -23.0% | -40.3% | +17.3% | -18.0% |
| YTD | -50.3% | -23.5% | -26.8% | -49.7% |
| 1Y | -53.6% | -31.1% | -22.5% | -51.6% |
| All | -53.6% | -32.2% | -21.4% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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