+273.7%
ZETA vs FIVN
-55.7%
+329.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | +0.1% |
| 7D | -0.1% | -9.6% | +9.5% | +4.6% |
| 30D | +10.5% | -11.9% | +22.4% | +16.7% |
| 3M | +44.3% | +40.1% | +4.2% | +21.5% |
| 6M | +59.4% | +68.3% | -8.9% | +20.4% |
| YTD | +49.5% | +51.5% | -2.0% | +18.4% |
| 1Y | +62.7% | +15.1% | +47.5% | +45.1% |
| All | +273.7% | -55.7% | +329.4% | +333.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling