-58.5%
Z vs URA
-35.1%
-23.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -5.3% | -5.4% | -10.1% |
| 7D | -2.3% | -13.3% | +11.0% | -0.9% |
| 30D | +9.4% | -25.9% | +35.2% | +12.8% |
| 3M | -16.1% | -27.8% | +11.7% | -13.4% |
| 6M | -30.4% | -42.8% | +12.4% | -25.5% |
| YTD | -55.6% | -27.5% | -28.1% | -54.8% |
| 1Y | -58.5% | -35.1% | -23.4% | -56.6% |
| All | -58.5% | -35.1% | -23.4% | -56.6% |
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