+77.0%
ZTS vs URI
+1,313.6%
-1,236.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.9% | -3.2% | +2.2% |
| 7D | -1.0% | -4.0% | +3.0% | -0.2% |
| 30D | +10.8% | +6.8% | +4.0% | +9.1% |
| 3M | +14.1% | -2.8% | +16.9% | +14.4% |
| 6M | +0.8% | +20.9% | -20.1% | -4.2% |
| YTD | -33.1% | +40.2% | -73.3% | -39.1% |
| 1Y | -30.0% | +34.1% | -64.1% | -35.6% |
| 3Y | -49.5% | +164.1% | -213.7% | -61.5% |
| 5Y | -60.2% | +199.3% | -259.6% | -71.4% |
| 10Y | +77.0% | +1,218.8% | -1,141.8% | -6.8% |
| All | +77.0% | +1,313.6% | -1,236.6% | -6.8% |
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 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