+349.3%
ZETA vs SSNC
+15.9%
+333.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | +0.2% |
| 7D | -0.1% | -3.9% | +3.8% | +4.2% |
| 30D | +10.5% | -0.2% | +10.6% | +10.7% |
| 3M | +44.3% | +15.9% | +28.4% | +21.8% |
| 6M | +59.4% | +7.5% | +52.0% | +47.1% |
| YTD | +49.5% | -8.2% | +57.7% | +62.5% |
| 1Y | +62.7% | -9.3% | +72.0% | +79.6% |
| 3Y | +274.6% | +48.5% | +226.2% | +143.7% |
| 5Y | +349.3% | +16.0% | +333.3% | +306.1% |
| All | +349.3% | +15.9% | +333.4% | +306.1% |
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