+414.5%
ZS vs URI
+473.2%
-58.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.9% |
| 7D | -7.8% | -2.0% | -5.9% | -7.3% |
| 30D | +5.0% | -12.9% | +18.0% | +8.8% |
| 3M | +25.5% | -6.7% | +32.3% | +26.9% |
| 6M | +8.7% | +19.0% | -10.3% | +0.2% |
| YTD | -24.5% | +25.5% | -50.0% | -32.0% |
| 1Y | -36.7% | +5.5% | -42.2% | -40.1% |
| 3Y | +7.2% | +111.3% | -104.1% | -20.1% |
| 5Y | -40.9% | +198.6% | -239.5% | -60.9% |
| All | +414.5% | +473.2% | -58.7% | +190.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling