+174.6%
ZTS vs URI
+1,960.5%
-1,785.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.9% |
| 7D | -2.0% | -2.0% | 0.0% | -1.6% |
| 30D | +1.9% | -12.9% | +14.9% | +4.6% |
| 3M | -4.0% | -6.7% | +2.7% | -3.1% |
| 6M | -39.1% | +19.0% | -58.1% | -41.8% |
| YTD | -38.8% | +25.5% | -64.3% | -42.4% |
| 1Y | -49.6% | +5.5% | -55.1% | -50.9% |
| 3Y | -59.0% | +111.3% | -170.3% | -66.2% |
| 5Y | -61.8% | +198.6% | -260.3% | -71.3% |
| 10Y | +61.4% | +1,179.9% | -1,118.5% | -14.5% |
| All | +174.6% | +1,960.5% | -1,785.9% | +28.2% |
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