+20.9%
ZS vs SUI
+15.1%
+5.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.8% |
| 7D | -16.9% | +6.2% | -23.1% | -17.7% |
| 30D | -7.4% | +8.6% | -16.0% | -8.9% |
| 3M | +21.6% | +1.0% | +20.6% | +21.0% |
| 6M | +42.4% | -2.6% | +45.0% | +42.5% |
| YTD | -12.1% | -0.1% | -12.0% | -12.6% |
| 1Y | -37.8% | +0.5% | -38.3% | -38.3% |
| 3Y | +20.9% | +15.3% | +5.7% | +11.0% |
| All | +20.9% | +15.1% | +5.8% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling