+199.5%
ZTS vs SUI
+358.3%
-158.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.7% | -8.6% | -8.2% |
| 7D | +4.9% | +8.8% | -3.9% | +1.6% |
| 30D | +15.9% | +8.9% | +7.0% | +12.2% |
| 3M | +11.1% | +2.0% | +9.1% | +10.2% |
| 6M | -26.0% | -0.6% | -25.4% | -26.0% |
| YTD | -33.3% | +1.3% | -34.6% | -33.8% |
| 1Y | -30.3% | +1.3% | -31.6% | -30.9% |
| 3Y | -47.0% | +16.3% | -63.3% | -51.0% |
| 5Y | -59.7% | -25.1% | -34.7% | -56.4% |
| 10Y | +80.3% | +121.1% | -40.7% | +43.7% |
| All | +199.5% | +358.3% | -158.9% | +105.2% |
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