+252.6%
ZETA vs SYY
+15.8%
+236.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -3.5% |
| 7D | +2.7% | -2.3% | +5.0% | +3.7% |
| 30D | +15.8% | -4.9% | +20.8% | +18.4% |
| 3M | +35.4% | +8.4% | +27.0% | +29.9% |
| 6M | +67.1% | -7.4% | +74.5% | +71.3% |
| YTD | +54.1% | +11.0% | +43.1% | +40.3% |
| 1Y | +67.8% | -0.2% | +68.1% | +62.8% |
| 3Y | +311.4% | +23.8% | +287.6% | +236.5% |
| 5Y | +324.8% | +18.1% | +306.7% | +268.0% |
| All | +252.6% | +15.8% | +236.8% | +221.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling