+98.0%
ZETA vs FND
-24.7%
+122.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.0% |
| 7D | +18.1% | -6.8% | +24.9% | +20.4% |
| 30D | +13.6% | +8.0% | +5.6% | +10.4% |
| 3M | +23.7% | -18.9% | +42.7% | +32.0% |
| 6M | +128.5% | +4.7% | +123.8% | +118.4% |
| YTD | +80.1% | -21.6% | +101.7% | +95.9% |
| 1Y | +98.0% | -22.0% | +120.0% | +115.1% |
| All | +98.0% | -24.7% | +122.7% | +115.1% |
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