+82.1%
ZETA vs HSY
+2.9%
+79.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.5% | -1.7% |
| 7D | +26.5% | -2.3% | +28.8% | +25.6% |
| 30D | +10.3% | +6.3% | +4.0% | +12.4% |
| 3M | +30.5% | -5.2% | +35.7% | +29.4% |
| 6M | +129.4% | -8.3% | +137.6% | +119.8% |
| YTD | +83.1% | -2.7% | +85.8% | +89.6% |
| 1Y | +82.1% | +0.1% | +81.9% | +84.5% |
| All | +82.1% | +2.9% | +79.2% | +84.5% |
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