+252.6%
ZETA vs SUI
-18.7%
+271.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.7% | -3.9% |
| 7D | +2.7% | -2.8% | +5.5% | +4.2% |
| 30D | +15.8% | -1.2% | +17.0% | +16.2% |
| 3M | +35.4% | -1.7% | +37.2% | +35.8% |
| 6M | +67.1% | -10.5% | +77.6% | +76.1% |
| YTD | +54.1% | -1.8% | +55.9% | +53.1% |
| 1Y | +67.8% | -4.1% | +71.9% | +68.9% |
| 3Y | +311.4% | +11.3% | +300.2% | +266.6% |
| 5Y | +324.8% | -32.1% | +356.9% | +403.2% |
| All | +252.6% | -18.7% | +271.4% | +332.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling