+277.3%
ZETA vs FLNC
-70.4%
+347.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.7% |
| 7D | -3.7% | -4.1% | +0.3% | -3.1% |
| 30D | +5.7% | -24.8% | +30.5% | +11.5% |
| 3M | +50.4% | -59.1% | +109.6% | +76.4% |
| 6M | +65.5% | -42.0% | +107.4% | +69.6% |
| YTD | +48.3% | -49.8% | +98.1% | +52.2% |
| 1Y | +45.4% | +43.1% | +2.3% | +9.5% |
| 3Y | +270.8% | -61.0% | +331.7% | +225.1% |
| All | +277.3% | -70.4% | +347.6% | +188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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