+128.6%
ZETA vs SUI
-4.5%
+133.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.8% | +8.4% | +7.3% |
| 7D | +18.8% | -2.4% | +21.2% | +17.9% |
| 30D | +12.6% | +3.3% | +9.3% | +14.1% |
| 3M | +29.5% | +0.7% | +28.8% | +29.4% |
| 6M | +128.6% | -4.1% | +132.7% | +121.2% |
| All | +128.6% | -4.5% | +133.1% | +121.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling