-47.5%
FISV vs ZETA
+348.6%
-396.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +3.9% |
| 7D | +1.4% | +18.1% | -16.7% | -1.0% |
| 30D | +38.4% | +13.6% | +24.9% | +35.7% |
| 3M | +14.9% | +23.7% | -8.8% | +11.0% |
| 6M | +21.8% | +128.5% | -106.7% | +7.4% |
| YTD | -5.0% | +80.1% | -85.1% | -14.3% |
| 1Y | -1.2% | +98.0% | -99.2% | -11.8% |
| 3Y | -47.5% | +348.6% | -396.1% | -57.5% |
| All | -47.5% | +348.6% | -396.1% | -57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling