+99.8%
MNST vs ZETA
+281.0%
-181.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.6% | +2.0% |
| 7D | +1.6% | +18.1% | -16.5% | +0.8% |
| 30D | +5.1% | +13.6% | -8.5% | +4.4% |
| 3M | -0.5% | +23.7% | -24.2% | -1.6% |
| 6M | +8.1% | +128.5% | -120.4% | +3.3% |
| YTD | +21.2% | +80.1% | -58.9% | +16.7% |
| 1Y | +30.7% | +98.0% | -67.3% | +25.2% |
| 3Y | +67.3% | +348.6% | -281.3% | +41.9% |
| All | +99.8% | +281.0% | -181.1% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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