+324.5%
ZETA vs SUI
-18.7%
+343.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.8% | +8.4% | +8.0% |
| 7D | +18.8% | -2.4% | +21.2% | +20.1% |
| 30D | +12.6% | +3.3% | +9.3% | +10.0% |
| 3M | +29.5% | +0.7% | +28.8% | +27.8% |
| 6M | +128.6% | -4.1% | +132.7% | +130.1% |
| YTD | +85.5% | -1.8% | +87.3% | +83.1% |
| 1Y | +90.6% | -4.1% | +94.7% | +90.9% |
| 3Y | +358.0% | +17.4% | +340.6% | +293.2% |
| 5Y | +282.0% | -27.0% | +309.0% | +361.1% |
| All | +324.5% | -18.7% | +343.2% | +417.1% |
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 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