+46.5%
ZETA vs FIGR
+5.9%
+40.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.1% | +14.9% | -14.9% | -2.0% |
| 30D | +10.5% | +32.3% | -21.8% | +5.6% |
| 3M | +44.3% | +34.8% | +9.5% | +36.9% |
| 6M | +59.4% | +16.8% | +42.6% | +51.7% |
| YTD | +49.5% | -6.7% | +56.1% | +41.8% |
| All | +46.5% | +5.9% | +40.6% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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