+76.3%
ZETA vs FDX
+53.9%
+22.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.2% | +8.0% | +8.1% |
| 7D | +13.2% | +0.5% | +12.8% | +13.3% |
| 30D | +6.0% | +9.5% | -3.5% | +4.5% |
| 3M | +27.3% | -1.3% | +28.7% | +27.9% |
| 6M | +104.6% | +5.5% | +99.1% | +102.3% |
| YTD | +72.3% | +38.9% | +33.5% | +33.9% |
| 1Y | +76.3% | +58.8% | +17.5% | +22.7% |
| All | +76.3% | +53.9% | +22.4% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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