+42.4%
ZS vs URI
+12.1%
+30.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -2.9% |
| 7D | -16.9% | -9.8% | -7.1% | -18.6% |
| 30D | -7.4% | +1.7% | -9.2% | -6.0% |
| 3M | +21.6% | -9.1% | +30.6% | +16.2% |
| 6M | +42.4% | +9.9% | +32.5% | +78.8% |
| All | +42.4% | +12.1% | +30.3% | +78.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling