-61.4%
ZTS vs URI
+200.7%
-262.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.0% |
| 7D | -2.0% | -2.0% | 0.0% | -1.6% |
| 30D | +1.9% | -12.9% | +14.9% | +4.7% |
| 3M | -4.0% | -6.7% | +2.7% | -3.1% |
| 6M | -39.1% | +19.0% | -58.1% | -42.1% |
| YTD | -38.8% | +25.5% | -64.3% | -42.8% |
| 1Y | -49.6% | +5.5% | -55.1% | -51.0% |
| 3Y | -59.0% | +111.3% | -170.3% | -67.7% |
| All | -61.4% | +200.7% | -262.1% | -73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling