+414.5%
ZS vs SUI
+72.2%
+342.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -7.8% | -2.8% | -5.0% | -6.9% |
| 30D | +5.0% | -1.2% | +6.2% | +5.2% |
| 3M | +25.5% | -1.7% | +27.3% | +25.9% |
| 6M | +8.7% | -10.5% | +19.2% | +12.5% |
| YTD | -24.5% | -1.8% | -22.7% | -24.6% |
| 1Y | -36.7% | -4.1% | -32.6% | -36.4% |
| 3Y | +7.2% | +11.3% | -4.0% | -1.1% |
| 5Y | -40.9% | -32.1% | -8.8% | -35.4% |
| All | +414.5% | +72.2% | +342.3% | +280.3% |
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