+67.8%
ZETA vs HSY
-3.5%
+71.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -4.2% |
| 7D | +2.7% | -3.3% | +5.9% | +2.2% |
| 30D | +15.8% | -2.8% | +18.6% | +15.3% |
| 3M | +35.4% | -4.5% | +39.9% | +33.9% |
| 6M | +67.1% | -24.2% | +91.3% | +58.4% |
| YTD | +54.1% | -2.7% | +56.8% | +49.2% |
| 1Y | +67.8% | -3.7% | +71.6% | +56.4% |
| All | +67.8% | -3.5% | +71.4% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling