-31.6%
ZS vs URA
-32.2%
+0.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -12.3% | -10.5% | -1.7% | -11.5% |
| 30D | +11.2% | -18.6% | +29.9% | +12.7% |
| 3M | +37.5% | -23.0% | +60.5% | +39.6% |
| 6M | +57.8% | -40.3% | +98.1% | +61.9% |
| YTD | -0.2% | -23.5% | +23.3% | -3.5% |
| 1Y | -31.6% | -31.1% | -0.5% | -32.6% |
| All | -31.6% | -32.2% | +0.5% | -32.6% |
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