-39.5%
ZS vs SUI
-1.1%
-38.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -11.1% | +3.0% | -14.1% | -10.9% |
| 30D | -14.8% | +5.6% | -20.4% | -14.7% |
| 3M | +18.0% | +0.9% | +17.1% | +17.1% |
| 6M | +30.8% | -2.6% | +33.4% | +29.6% |
| YTD | -11.5% | -0.1% | -11.4% | -11.2% |
| All | -39.5% | -1.1% | -38.4% | -39.1% |
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