+63.0%
ZETA vs USFD
+49.7%
+13.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.1% | +1.4% | +4.7% |
| 7D | +6.2% | +3.9% | +2.3% | +6.5% |
| 30D | -2.0% | +12.8% | -14.9% | -0.6% |
| 3M | +21.7% | +1.0% | +20.7% | +21.5% |
| 6M | +89.1% | +30.3% | +58.9% | +100.0% |
| YTD | +59.3% | +46.0% | +13.3% | +59.5% |
| All | +63.0% | +49.7% | +13.3% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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