+90.3%
ZETA vs FCUV
-98.1%
+188.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -7.5% | +10.1% | +2.7% |
| 7D | -5.0% | -8.6% | +3.6% | -5.0% |
| 30D | -3.3% | -25.9% | +22.6% | -3.2% |
| 3M | +31.0% | -69.8% | +100.8% | +31.4% |
| 6M | +72.2% | -31.6% | +103.8% | +69.7% |
| YTD | +56.2% | -90.1% | +146.3% | +64.9% |
| 1Y | +90.3% | -98.0% | +188.3% | +137.1% |
| All | +90.3% | -98.1% | +188.4% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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