+62.0%
ZETA vs SSNC
-9.9%
+71.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | -6.5% | -6.7% | +0.3% | -0.1% |
| 30D | +4.8% | -0.8% | +5.6% | +5.7% |
| 3M | +53.3% | +16.1% | +37.3% | +31.2% |
| 6M | +66.8% | +7.9% | +58.9% | +54.5% |
| YTD | +50.2% | -8.7% | +58.9% | +64.8% |
| 1Y | +62.0% | -9.5% | +71.5% | +91.4% |
| All | +62.0% | -9.9% | +71.9% | +91.4% |
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