+294.9%
ZETA vs FCUV
-99.7%
+394.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +136.0% | -137.7% | -3.4% |
| 7D | +18.1% | +148.8% | -130.7% | +16.0% |
| 30D | +13.6% | +95.0% | -81.5% | +11.9% |
| 3M | +23.7% | +27.8% | -4.1% | +21.7% |
| 6M | +128.5% | +121.0% | +7.5% | +111.6% |
| YTD | +80.1% | -78.1% | +158.2% | +79.1% |
| 1Y | +98.0% | -94.3% | +192.3% | +107.7% |
| 3Y | +348.6% | -98.9% | +447.5% | +398.5% |
| All | +294.9% | -99.7% | +394.6% | +407.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling