+90.3%
ZETA vs SSNC
-3.9%
+94.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +4.0% |
| 7D | -5.0% | -1.1% | -3.8% | -4.2% |
| 30D | -3.3% | +0.6% | -4.0% | -5.6% |
| 3M | +31.0% | -1.5% | +32.5% | +30.2% |
| 6M | +72.2% | +15.8% | +56.3% | +45.4% |
| YTD | +56.2% | -8.0% | +64.1% | +69.3% |
| 1Y | +90.3% | -5.8% | +96.1% | +98.6% |
| All | +90.3% | -3.9% | +94.2% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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