+76.3%
ZETA vs SUI
-2.0%
+78.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.9% | +9.1% | +8.1% |
| 7D | +13.2% | +3.4% | +9.8% | +13.4% |
| 30D | +6.0% | +4.6% | +1.4% | +6.5% |
| 3M | +27.3% | +1.6% | +25.8% | +27.2% |
| 6M | +104.6% | -3.5% | +108.1% | +104.6% |
| YTD | +72.3% | -1.0% | +73.3% | +68.6% |
| 1Y | +76.3% | -1.7% | +78.0% | +76.0% |
| All | +76.3% | -2.0% | +78.3% | +76.0% |
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