+67.8%
ZETA vs SUI
-2.0%
+69.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.7% | -4.1% |
| 7D | +2.7% | -2.8% | +5.5% | +2.7% |
| 30D | +15.8% | -1.2% | +17.0% | +15.6% |
| 3M | +35.4% | -1.7% | +37.2% | +35.2% |
| 6M | +67.1% | -10.5% | +77.6% | +70.6% |
| YTD | +54.1% | -1.8% | +55.9% | +51.7% |
| 1Y | +67.8% | -4.1% | +71.9% | +69.7% |
| All | +67.8% | -2.0% | +69.9% | +69.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling