+59.9%
ZBRA vs SUI
+18.2%
+41.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.7% |
| 7D | +0.6% | -1.5% | +2.1% | +1.0% |
| 30D | -14.0% | +3.7% | -17.8% | -15.0% |
| 3M | -14.7% | -0.4% | -14.3% | -14.7% |
| 6M | +31.3% | -2.8% | +34.1% | +31.6% |
| YTD | +33.4% | -1.6% | +35.0% | +32.9% |
| 1Y | +34.1% | -2.1% | +36.2% | +33.8% |
| 3Y | +59.9% | +18.5% | +41.4% | +40.1% |
| All | +59.9% | +18.2% | +41.7% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling