+6.4%
SUI vs ZYBT
-57.3%
+63.6%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.3% |
| 7D | -2.8% | -6.9% | +4.1% | -2.8% |
| 30D | -1.2% | -31.8% | +30.6% | -1.2% |
| 3M | -1.7% | +94.0% | -95.7% | -0.7% |
| 6M | -10.5% | +99.0% | -109.5% | -9.5% |
| YTD | -1.8% | +40.0% | -41.8% | -0.7% |
| 1Y | -4.1% | -79.5% | +75.5% | -2.6% |
| All | +6.4% | -57.3% | +63.6% | +4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling