-45.2%
ZBRA vs URA
+25.6%
-70.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.4% |
| 7D | +0.6% | -1.5% | +2.2% | +1.0% |
| 30D | -14.0% | -10.4% | -3.6% | -11.2% |
| 3M | -14.7% | -29.6% | +15.0% | -5.6% |
| 6M | +31.3% | -40.3% | +71.6% | +51.8% |
| YTD | +33.4% | -25.5% | +58.9% | +39.2% |
| 1Y | +34.1% | -26.4% | +60.5% | +40.0% |
| 3Y | +59.9% | +31.4% | +28.5% | +22.8% |
| All | -45.2% | +25.6% | -70.8% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling