+294.5%
ZETA vs SUI
-18.0%
+312.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.9% | +9.1% | +8.6% |
| 7D | +13.2% | +3.4% | +9.8% | +11.1% |
| 30D | +6.0% | +4.6% | +1.4% | +2.9% |
| 3M | +27.3% | +1.6% | +25.8% | +25.2% |
| 6M | +104.6% | -3.5% | +108.1% | +105.3% |
| YTD | +72.3% | -1.0% | +73.3% | +69.5% |
| 1Y | +76.3% | -1.7% | +78.0% | +74.2% |
| 3Y | +325.6% | +18.4% | +307.2% | +264.0% |
| 5Y | +254.2% | -26.3% | +280.6% | +326.0% |
| All | +294.5% | -18.0% | +312.5% | +378.7% |
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 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