+252.6%
ZETA vs SSNC
+22.2%
+230.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -2.9% |
| 7D | +2.7% | +0.6% | +2.0% | +2.1% |
| 30D | +15.8% | +6.0% | +9.8% | +9.1% |
| 3M | +35.4% | +21.0% | +14.5% | +9.8% |
| 6M | +67.1% | +12.1% | +55.0% | +47.9% |
| YTD | +54.1% | -3.2% | +57.3% | +58.5% |
| 1Y | +67.8% | -4.4% | +72.2% | +75.3% |
| 3Y | +311.4% | +51.6% | +259.8% | +165.4% |
| 5Y | +324.8% | +21.1% | +303.7% | +265.3% |
| All | +252.6% | +22.2% | +230.4% | +203.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling