+499.0%
ZS vs SUI
+75.2%
+423.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.5% |
| 7D | -16.9% | +6.2% | -23.1% | -18.8% |
| 30D | -7.4% | +8.6% | -16.0% | -10.5% |
| 3M | +21.6% | +1.0% | +20.6% | +20.5% |
| 6M | +42.4% | -2.6% | +45.0% | +42.6% |
| YTD | -12.1% | -0.1% | -12.0% | -13.1% |
| 1Y | -37.8% | +0.5% | -38.3% | -38.7% |
| 3Y | +20.9% | +15.3% | +5.7% | +9.9% |
| 5Y | -41.6% | -26.1% | -15.5% | -37.6% |
| All | +499.0% | +75.2% | +423.8% | +338.6% |
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