-46.0%
ZBRA vs SUI
-26.3%
-19.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.8% |
| 7D | -10.9% | +6.2% | -17.1% | -13.4% |
| 30D | -16.6% | +8.6% | -25.2% | -20.2% |
| 3M | -11.6% | +1.0% | -12.6% | -12.5% |
| 6M | +40.2% | -2.6% | +42.8% | +40.4% |
| YTD | +32.6% | -0.1% | +32.7% | +30.6% |
| 1Y | +24.7% | +0.5% | +24.2% | +22.4% |
| 3Y | +56.3% | +15.3% | +41.1% | +35.3% |
| All | -46.0% | -26.3% | -19.7% | -34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling