-23.0%
Z vs SUI
-1.8%
-21.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.2% | +4.3% | +4.8% |
| 7D | +10.2% | +10.0% | +0.1% | +2.0% |
| 30D | +23.7% | +8.4% | +15.3% | +16.5% |
| 3M | -6.6% | +0.7% | -7.2% | -8.8% |
| 6M | -23.0% | -0.9% | -22.1% | -26.2% |
| All | -23.0% | -1.8% | -21.2% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 6mo: compounded portfolio wealth divided by compounded SUI 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…
6mo analysis · Full analysis span regression · 6 months rolling