+421.5%
ZBRA vs SUI
+104.7%
+316.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.6% |
| 7D | -1.8% | -4.3% | +2.5% | +0.2% |
| 30D | -8.8% | -2.1% | -6.7% | -8.0% |
| 3M | +47.2% | -6.1% | +53.3% | +50.8% |
| 6M | +61.3% | -12.8% | +74.1% | +70.4% |
| YTD | +42.0% | -4.6% | +46.6% | +43.6% |
| 1Y | +10.5% | -7.7% | +18.2% | +13.4% |
| 3Y | +34.5% | +10.9% | +23.6% | +23.0% |
| 5Y | -40.3% | -32.4% | -7.9% | -31.6% |
| 10Y | +421.5% | +105.7% | +315.8% | +319.7% |
| All | +421.5% | +104.7% | +316.8% | +319.7% |
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