+275.4%
ZETA vs FCUV
-99.2%
+374.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -6.5% | -72.0% | +65.5% | -5.8% |
| 30D | +4.8% | -8.0% | +12.8% | +4.5% |
| 3M | +53.3% | +66.3% | -12.9% | +47.8% |
| 6M | +66.8% | -75.3% | +142.1% | +65.9% |
| YTD | +50.2% | -83.0% | +133.1% | +50.2% |
| 1Y | +62.0% | -94.7% | +156.7% | +65.9% |
| All | +275.4% | -99.2% | +374.7% | +307.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling