+87.8%
ZTS vs SUI
+123.0%
-35.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | +5.6% | -1.5% | +7.0% | +6.3% |
| 30D | +12.1% | +3.7% | +8.3% | +10.3% |
| 3M | +11.3% | -0.4% | +11.7% | +11.4% |
| 6M | +14.3% | -2.8% | +17.1% | +15.5% |
| YTD | -31.9% | -1.6% | -30.3% | -31.7% |
| 1Y | -29.3% | -2.1% | -27.2% | -28.9% |
| 3Y | -48.0% | +18.5% | -66.5% | -53.0% |
| 5Y | -58.9% | -26.5% | -32.4% | -54.4% |
| All | +87.8% | +123.0% | -35.2% | +37.7% |
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