+281.7%
ZETA vs SUI
+15.1%
+266.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +5.8% |
| 7D | -0.4% | +6.2% | -6.7% | -2.8% |
| 30D | -8.0% | +8.6% | -16.6% | -11.2% |
| 3M | +21.4% | +1.0% | +20.4% | +20.3% |
| 6M | +80.1% | -2.6% | +82.7% | +80.4% |
| YTD | +52.5% | -0.1% | +52.6% | +50.1% |
| 1Y | +58.5% | +0.5% | +58.0% | +55.5% |
| 3Y | +281.7% | +15.3% | +266.4% | +236.6% |
| All | +281.7% | +15.1% | +266.5% | +236.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling