-3.7%
FISV vs ZETA
+84.8%
-88.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | +5.7% |
| 7D | +29.6% | -5.0% | +34.6% | +30.9% |
| 30D | +34.5% | -3.3% | +37.8% | +35.2% |
| 3M | +11.2% | +31.0% | -19.8% | +4.0% |
| 6M | -1.2% | +72.2% | -73.4% | -14.2% |
| YTD | -7.6% | +56.2% | -63.8% | -20.1% |
| 1Y | -3.7% | +90.3% | -94.0% | -17.4% |
| All | -3.7% | +84.8% | -88.5% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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