+849.6%
ZBRA vs URA
-31.1%
+880.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.2% |
| 7D | +1.8% | +1.1% | +0.7% | +1.4% |
| 30D | -1.7% | +7.4% | -9.1% | -4.3% |
| 3M | +47.8% | -8.4% | +56.2% | +51.4% |
| 6M | +56.7% | -12.7% | +69.5% | +61.0% |
| YTD | +49.4% | +7.8% | +41.6% | +40.1% |
| 1Y | +16.5% | +19.5% | -2.9% | +3.0% |
| 3Y | +31.5% | +116.4% | -85.0% | -11.3% |
| 5Y | -38.6% | +134.3% | -172.9% | -61.8% |
| 10Y | +421.0% | +359.3% | +61.7% | +128.2% |
| All | +849.6% | -31.1% | +880.7% | +625.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling