+279.2%
ZETA vs HSY
-9.5%
+288.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -2.4% | -1.6% | -0.9% | -2.5% |
| 30D | +15.6% | -4.2% | +19.8% | +15.2% |
| 3M | +41.5% | -0.7% | +42.2% | +41.5% |
| 6M | +63.4% | -21.8% | +85.2% | +60.5% |
| YTD | +51.3% | -2.7% | +54.0% | +50.1% |
| 1Y | +65.8% | -4.8% | +70.6% | +63.9% |
| 3Y | +279.2% | -9.4% | +288.6% | +287.2% |
| All | +279.2% | -9.5% | +288.7% | +287.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling