+78.9%
ZTS vs SUI
+120.9%
-41.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.5% |
| 7D | -7.4% | -2.4% | -5.0% | -6.4% |
| 30D | +9.9% | +3.3% | +6.5% | +8.4% |
| 3M | +10.3% | +0.7% | +9.6% | +10.0% |
| 6M | +9.2% | -4.1% | +13.3% | +11.0% |
| YTD | -32.9% | -1.8% | -31.1% | -32.6% |
| 1Y | -29.7% | -4.1% | -25.7% | -28.7% |
| 3Y | -49.0% | +17.4% | -66.4% | -53.6% |
| 5Y | -59.3% | -27.0% | -32.3% | -54.8% |
| 10Y | +78.9% | +121.2% | -42.2% | +31.4% |
| All | +78.9% | +120.9% | -41.9% | +31.4% |
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