+2.3%
SUI vs ZYBT
-57.8%
+60.2%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.2% | -1.0% |
| 7D | -4.1% | -2.5% | -1.7% | -4.1% |
| 30D | -3.2% | -1.2% | -1.9% | -3.2% |
| 3M | -8.4% | +76.7% | -85.1% | -7.5% |
| 6M | -14.4% | +103.6% | -117.9% | -13.4% |
| YTD | -5.5% | +38.3% | -43.8% | -4.5% |
| 1Y | -7.3% | -84.7% | +77.4% | -5.8% |
| All | +2.3% | -57.8% | +60.2% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling