-40.3%
ZBRA vs URA
+132.7%
-173.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.8% | -1.8% |
| 7D | -1.8% | +5.7% | -7.5% | -3.4% |
| 30D | -8.8% | +5.6% | -14.4% | -10.4% |
| 3M | +47.2% | +6.2% | +41.0% | +44.1% |
| 6M | +61.3% | -8.2% | +69.5% | +62.6% |
| YTD | +42.0% | +9.7% | +32.3% | +33.2% |
| 1Y | +10.5% | +17.0% | -6.5% | -0.8% |
| 3Y | +34.5% | +118.5% | -84.0% | -8.3% |
| 5Y | -40.3% | +134.3% | -174.6% | -62.1% |
| All | -40.3% | +132.7% | -173.0% | -62.1% |
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 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