-31.6%
ZS vs SUI
+1.6%
-33.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.2% | -5.4% | 0.0% |
| 7D | -12.3% | +10.0% | -22.3% | -11.9% |
| 30D | +11.2% | +8.4% | +2.8% | +11.3% |
| 3M | +37.5% | +0.7% | +36.9% | +36.6% |
| 6M | +57.8% | -0.9% | +58.8% | +56.4% |
| YTD | -0.2% | +0.6% | -0.9% | +0.1% |
| 1Y | -31.6% | +0.8% | -32.4% | -31.9% |
| All | -31.6% | +1.6% | -33.3% | -31.9% |
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