+252.6%
ZETA vs FIVN
-79.2%
+331.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.6% | -3.0% |
| 7D | +2.7% | -2.3% | +4.9% | +3.8% |
| 30D | +15.8% | +12.4% | +3.4% | +8.7% |
| 3M | +35.4% | +36.0% | -0.6% | +15.8% |
| 6M | +67.1% | +86.0% | -18.9% | +20.7% |
| YTD | +54.1% | +65.9% | -11.9% | +17.1% |
| 1Y | +67.8% | +26.5% | +41.3% | +44.3% |
| 3Y | +311.4% | -54.2% | +365.6% | +408.3% |
| 5Y | +324.8% | -80.5% | +405.2% | +545.9% |
| All | +252.6% | -79.2% | +331.9% | +448.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling