+90.3%
ZETA vs SYY
+8.7%
+81.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.8% | -1.2% | +3.3% |
| 7D | -5.0% | -6.3% | +1.3% | -6.1% |
| 30D | -3.3% | +0.7% | -4.1% | -3.1% |
| 3M | +31.0% | -6.4% | +37.4% | +29.7% |
| 6M | +72.2% | +7.6% | +64.6% | +74.6% |
| YTD | +56.2% | +7.4% | +48.7% | +58.9% |
| 1Y | +90.3% | +8.3% | +82.0% | +91.7% |
| All | +90.3% | +8.7% | +81.5% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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