+349.3%
ZETA vs FLR
+245.1%
+104.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | 0.0% |
| 7D | -0.1% | -3.1% | +3.1% | +1.1% |
| 30D | +10.5% | +4.9% | +5.5% | +8.6% |
| 3M | +44.3% | +10.8% | +33.5% | +36.6% |
| 6M | +59.4% | +19.7% | +39.8% | +44.2% |
| YTD | +49.5% | +38.4% | +11.1% | +27.6% |
| 1Y | +62.7% | +34.7% | +28.0% | +40.3% |
| 3Y | +274.6% | +56.7% | +218.0% | +182.5% |
| 5Y | +349.3% | +241.6% | +107.7% | +168.8% |
| All | +349.3% | +245.1% | +104.3% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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