+67.8%
ZETA vs FIVN
+27.5%
+40.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.6% | -2.8% |
| 7D | +2.7% | -2.3% | +4.9% | +4.0% |
| 30D | +15.8% | +12.4% | +3.4% | +7.8% |
| 3M | +35.4% | +36.0% | -0.6% | +12.8% |
| 6M | +67.1% | +86.0% | -18.9% | +14.4% |
| YTD | +54.1% | +65.9% | -11.9% | +14.8% |
| 1Y | +67.8% | +26.5% | +41.3% | +58.5% |
| All | +67.8% | +27.5% | +40.4% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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