+3.3%
SUI vs ZYBT
-58.4%
+61.7%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.4% |
| 7D | -4.3% | -3.7% | -0.6% | -4.3% |
| 30D | -2.1% | -12.8% | +10.6% | -2.1% |
| 3M | -6.1% | +76.2% | -82.3% | -5.2% |
| 6M | -12.8% | +109.3% | -122.1% | -11.8% |
| YTD | -4.6% | +36.5% | -41.2% | -3.6% |
| 1Y | -7.7% | -84.0% | +76.3% | -6.2% |
| All | +3.3% | -58.4% | +61.7% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 3y: compounded portfolio wealth divided by compounded ZYBT 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…
3y analysis · Full analysis span regression · 6 months rolling