-7.9%
ZBH vs URA
+18.3%
-26.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.4% |
| 7D | -4.9% | +5.7% | -10.6% | -4.8% |
| 30D | -3.2% | +5.6% | -8.8% | -3.1% |
| 3M | +5.8% | +6.2% | -0.4% | +6.2% |
| 6M | +2.0% | -8.2% | +10.2% | +2.3% |
| YTD | +5.8% | +9.7% | -3.9% | +7.4% |
| 1Y | -7.9% | +17.0% | -24.9% | -7.1% |
| All | -7.9% | +18.3% | -26.2% | -7.1% |
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