+375.7%
ZBRA vs SUI
+120.9%
+254.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.6% |
| 7D | -1.2% | -3.8% | +2.6% | +0.5% |
| 30D | -17.8% | +3.9% | -21.7% | -19.5% |
| 3M | -16.0% | +0.2% | -16.2% | -16.5% |
| 6M | +31.4% | -4.2% | +35.6% | +32.6% |
| YTD | +30.9% | -2.5% | +33.4% | +30.6% |
| 1Y | +24.3% | -4.0% | +28.3% | +24.9% |
| 3Y | +54.2% | +16.5% | +37.6% | +37.2% |
| 5Y | -46.3% | -27.2% | -19.1% | -40.4% |
| All | +375.7% | +120.9% | +254.8% | +263.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling