+273.7%
ZETA vs SYY
+26.6%
+247.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.5% |
| 7D | -0.1% | -0.2% | +0.2% | 0.0% |
| 30D | +10.5% | -2.7% | +13.2% | +10.9% |
| 3M | +44.3% | +5.9% | +38.4% | +42.8% |
| 6M | +59.4% | -2.3% | +61.8% | +59.6% |
| YTD | +49.5% | +13.1% | +36.4% | +42.1% |
| 1Y | +62.7% | +3.8% | +58.9% | +59.7% |
| All | +273.7% | +26.6% | +247.1% | +227.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling