-36.7%
ZS vs URI
+7.3%
-44.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.2% |
| 7D | -7.8% | -2.0% | -5.9% | -8.1% |
| 30D | +5.0% | -12.9% | +18.0% | +2.6% |
| 3M | +25.5% | -6.7% | +32.3% | +24.4% |
| 6M | +8.7% | +19.0% | -10.3% | +12.5% |
| YTD | -24.5% | +25.5% | -50.0% | -21.9% |
| 1Y | -36.7% | +5.5% | -42.2% | -34.3% |
| All | -36.7% | +7.3% | -44.0% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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