-56.0%
FISV vs ZETA
+350.7%
-406.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -4.2% |
| 7D | -6.4% | -0.1% | -6.3% | -6.4% |
| 30D | -6.8% | +10.5% | -17.3% | -8.1% |
| 3M | -10.0% | +44.3% | -54.3% | -14.5% |
| 6M | -20.6% | +59.4% | -80.1% | -25.9% |
| YTD | -27.6% | +49.5% | -77.1% | -32.1% |
| 1Y | -64.3% | +62.7% | -127.0% | -67.0% |
| 3Y | -60.0% | +274.6% | -334.6% | -68.1% |
| All | -56.0% | +350.7% | -406.7% | -66.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling