+312.3%
ZETA vs SUI
-18.5%
+330.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.1% |
| 7D | +18.1% | -1.5% | +19.6% | +18.9% |
| 30D | +13.6% | +3.7% | +9.8% | +10.7% |
| 3M | +23.7% | -0.4% | +24.1% | +22.8% |
| 6M | +128.5% | -2.8% | +131.3% | +128.1% |
| YTD | +80.1% | -1.6% | +81.7% | +77.6% |
| 1Y | +98.0% | -2.1% | +100.1% | +95.7% |
| 3Y | +348.6% | +18.5% | +330.1% | +282.9% |
| 5Y | +286.6% | -26.5% | +313.1% | +366.0% |
| All | +312.3% | -18.5% | +330.8% | +401.6% |
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