+294.9%
ZETA vs SSNC
+7.5%
+287.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.8% |
| 7D | +18.1% | +2.3% | +15.8% | +15.6% |
| 30D | +13.6% | -3.1% | +16.7% | +16.2% |
| 3M | +23.7% | -2.7% | +26.5% | +25.9% |
| 6M | +128.5% | +23.7% | +104.8% | +78.6% |
| YTD | +80.1% | -8.0% | +88.1% | +93.0% |
| 1Y | +98.0% | -4.7% | +102.7% | +104.6% |
| 3Y | +348.6% | +58.0% | +290.6% | +169.1% |
| All | +294.9% | +7.5% | +287.4% | +291.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling