+390.7%
ZS vs SUI
+69.6%
+321.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.1% | -4.1% |
| 7D | -9.2% | -3.1% | -6.1% | -8.2% |
| 30D | -4.0% | -2.3% | -1.7% | -3.4% |
| 3M | +25.3% | -2.8% | +28.1% | +26.2% |
| 6M | -1.3% | -12.4% | +11.1% | +3.0% |
| YTD | -28.0% | -3.3% | -24.7% | -27.7% |
| 1Y | -42.5% | -5.8% | -36.7% | -41.8% |
| 3Y | +0.7% | +12.5% | -11.8% | -7.6% |
| 5Y | -42.3% | -32.9% | -9.4% | -36.6% |
| All | +390.7% | +69.6% | +321.1% | +264.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling