+485.5%
ZS vs URI
+547.7%
-62.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -5.2% | +9.3% | -14.6% | -7.5% |
| 30D | -15.5% | +7.6% | -23.1% | -17.1% |
| 3M | +9.0% | +1.0% | +7.9% | +8.4% |
| 6M | +32.2% | +19.8% | +12.3% | +23.9% |
| YTD | -14.1% | +41.9% | -55.9% | -25.3% |
| 1Y | -39.1% | +33.4% | -72.4% | -46.0% |
| 3Y | +10.4% | +156.0% | -145.6% | -22.0% |
| 5Y | -44.6% | +209.5% | -254.2% | -64.0% |
| All | +485.5% | +547.7% | -62.2% | +219.0% |
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