-49.0%
ZTS vs SUI
+17.8%
-66.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -0.6% | +3.4% | -4.1% | -1.9% |
| 30D | +11.0% | +4.6% | +6.4% | +9.1% |
| 3M | +10.9% | +1.6% | +9.4% | +10.2% |
| 6M | +0.9% | -3.5% | +4.4% | +1.9% |
| YTD | -33.0% | -1.0% | -32.0% | -33.0% |
| 1Y | -29.6% | -1.7% | -27.9% | -29.4% |
| 3Y | -49.0% | +18.4% | -67.4% | -52.1% |
| All | -49.0% | +17.8% | -66.8% | -52.1% |
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