+348.6%
ZETA vs FCUV
-98.9%
+447.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +136.0% | -137.7% | -2.6% |
| 7D | +18.1% | +148.8% | -130.7% | +17.0% |
| 30D | +13.6% | +95.0% | -81.5% | +12.7% |
| 3M | +23.7% | +27.8% | -4.1% | +22.7% |
| 6M | +128.5% | +121.0% | +7.5% | +119.0% |
| YTD | +80.1% | -78.1% | +158.2% | +79.2% |
| 1Y | +98.0% | -94.3% | +192.3% | +102.2% |
| 3Y | +348.6% | -98.9% | +447.5% | +373.4% |
| All | +348.6% | -98.9% | +447.5% | +373.4% |
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