+490.7%
ZS vs URI
+527.2%
-36.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.5% |
| 7D | -13.4% | -6.0% | -7.4% | -12.0% |
| 30D | -16.6% | +4.6% | -21.2% | -17.6% |
| 3M | +10.3% | -2.7% | +13.0% | +10.9% |
| 6M | +28.1% | +18.4% | +9.8% | +20.5% |
| YTD | -13.3% | +37.4% | -50.7% | -23.9% |
| 1Y | -40.7% | +30.4% | -71.1% | -47.2% |
| 3Y | +11.4% | +147.9% | -136.6% | -20.6% |
| 5Y | -42.2% | +202.1% | -244.2% | -62.1% |
| All | +490.7% | +527.2% | -36.5% | +224.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling