+27.7%
ZBRA vs URA
-32.2%
+59.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -13.6% | -10.5% | -3.1% | -11.7% |
| 30D | -11.5% | -18.6% | +7.1% | -8.0% |
| 3M | -9.9% | -23.0% | +13.2% | -5.6% |
| 6M | +48.6% | -40.3% | +88.9% | +60.0% |
| YTD | +36.9% | -23.5% | +60.4% | +32.4% |
| 1Y | +27.7% | -31.1% | +58.8% | +28.4% |
| All | +27.7% | -32.2% | +59.8% | +28.4% |
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