+312.3%
ZETA vs FIVN
-82.9%
+395.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -0.3% |
| 7D | +18.1% | -2.8% | +21.0% | +19.5% |
| 30D | +13.6% | -17.4% | +31.0% | +21.6% |
| 3M | +23.7% | -19.2% | +42.9% | +32.3% |
| 6M | +128.5% | +29.4% | +99.1% | +93.9% |
| YTD | +80.1% | +36.3% | +43.8% | +45.2% |
| 1Y | +98.0% | +33.5% | +64.5% | +61.3% |
| 3Y | +348.6% | -56.8% | +405.4% | +453.8% |
| 5Y | +286.6% | -83.0% | +369.6% | +516.9% |
| All | +312.3% | -82.9% | +395.2% | +579.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling