+341.6%
ZETA vs FCUV
-99.9%
+441.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -6.5% | -72.0% | +65.5% | -5.4% |
| 30D | +4.8% | -8.0% | +12.8% | +4.2% |
| 3M | +53.3% | +66.3% | -12.9% | +43.9% |
| 6M | +66.8% | -75.3% | +142.1% | +65.5% |
| YTD | +50.2% | -83.0% | +133.1% | +50.6% |
| 1Y | +62.0% | -94.7% | +156.7% | +69.4% |
| 3Y | +276.4% | -99.3% | +375.6% | +322.6% |
| 5Y | +341.6% | -99.9% | +441.5% | +470.3% |
| All | +341.6% | -99.9% | +441.5% | +470.3% |
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 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