+252.6%
ZETA vs HSY
+14.2%
+238.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -4.2% |
| 7D | +2.7% | -3.3% | +5.9% | +2.3% |
| 30D | +15.8% | -2.8% | +18.6% | +15.5% |
| 3M | +35.4% | -4.5% | +39.9% | +34.6% |
| 6M | +67.1% | -24.2% | +91.3% | +62.1% |
| YTD | +54.1% | -2.7% | +56.8% | +53.5% |
| 1Y | +67.8% | -3.7% | +71.6% | +66.7% |
| 3Y | +311.4% | -11.5% | +322.9% | +302.1% |
| 5Y | +324.8% | +10.3% | +314.5% | +337.8% |
| All | +252.6% | +14.2% | +238.4% | +262.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling