+67.8%
ZETA vs FCUV
-81.1%
+148.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -13.7% | +9.6% | -4.0% |
| 7D | +2.7% | +62.8% | -60.2% | +2.3% |
| 30D | +15.8% | +66.5% | -50.7% | +15.3% |
| 3M | +35.4% | +459.9% | -424.5% | +30.7% |
| 6M | +67.1% | -12.4% | +79.5% | +70.4% |
| YTD | +54.1% | -47.5% | +101.6% | +64.0% |
| 1Y | +67.8% | -80.5% | +148.3% | +85.3% |
| All | +67.8% | -81.1% | +148.9% | +85.3% |
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