+67.8%
ZETA vs FND
-36.4%
+104.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.7% |
| 7D | +2.7% | -5.2% | +7.9% | +4.5% |
| 30D | +15.8% | -19.9% | +35.7% | +25.5% |
| 3M | +35.4% | +2.7% | +32.7% | +32.3% |
| 6M | +67.1% | -21.7% | +88.8% | +85.6% |
| YTD | +54.1% | -17.5% | +71.6% | +65.5% |
| 1Y | +67.8% | -39.3% | +107.1% | +111.2% |
| All | +67.8% | -36.4% | +104.2% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling