+56.2%
ZTS vs URI
+1,157.2%
-1,101.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -4.8% | +2.5% | -7.3% | -5.3% |
| 30D | +1.2% | -12.5% | +13.8% | +4.0% |
| 3M | -6.0% | -6.2% | +0.2% | -5.2% |
| 6M | -38.7% | +25.9% | -64.6% | -42.4% |
| YTD | -40.6% | +26.2% | -66.8% | -44.5% |
| 1Y | -50.6% | +5.5% | -56.1% | -52.0% |
| 3Y | -58.7% | +125.0% | -183.7% | -67.2% |
| 5Y | -62.8% | +210.4% | -273.2% | -73.2% |
| 10Y | +56.2% | +1,157.2% | -1,101.0% | -19.1% |
| All | +56.2% | +1,157.2% | -1,101.0% | -19.1% |
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