+249.0%
ZETA vs SUI
-17.3%
+266.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +6.0% |
| 7D | -0.4% | +6.2% | -6.7% | -3.7% |
| 30D | -8.0% | +8.6% | -16.6% | -12.4% |
| 3M | +21.4% | +1.0% | +20.4% | +19.8% |
| 6M | +80.1% | -2.6% | +82.7% | +80.0% |
| YTD | +52.5% | -0.1% | +52.6% | +49.4% |
| 1Y | +58.5% | +0.5% | +58.0% | +54.6% |
| 3Y | +281.7% | +15.3% | +266.4% | +232.6% |
| 5Y | +237.3% | -26.1% | +263.4% | +304.1% |
| All | +249.0% | -17.3% | +266.4% | +321.8% |
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