-36.7%
ZS vs FCUV
-81.1%
+44.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -13.7% | +9.2% | -4.4% |
| 7D | -7.8% | +62.8% | -70.7% | -8.1% |
| 30D | +5.0% | +66.5% | -61.5% | +4.6% |
| 3M | +25.5% | +459.9% | -434.4% | +21.2% |
| 6M | +8.7% | -12.4% | +21.1% | +7.5% |
| YTD | -24.5% | -47.5% | +23.0% | -24.2% |
| 1Y | -36.7% | -80.5% | +43.8% | -36.8% |
| All | -36.7% | -81.1% | +44.4% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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