+2,547.5%
ZBRA vs SUI
+4,072.7%
-1,525.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -2.5% | +3.4% | -5.9% | -3.8% |
| 30D | -17.0% | +4.6% | -21.6% | -18.7% |
| 3M | -15.0% | +1.6% | -16.6% | -15.9% |
| 6M | +42.2% | -3.5% | +45.6% | +42.9% |
| YTD | +32.4% | -1.0% | +33.4% | +31.4% |
| 1Y | +23.3% | -1.7% | +25.0% | +22.7% |
| 3Y | +55.9% | +18.4% | +37.5% | +41.7% |
| 5Y | -44.8% | -26.3% | -18.4% | -39.7% |
| 10Y | +371.4% | +123.3% | +248.0% | +231.3% |
| All | +2,547.5% | +4,072.7% | -1,525.2% | +554.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling