+239.5%
ZETA vs MNDY
-49.8%
+289.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -2.0% |
| 7D | -3.7% | -4.6% | +0.9% | -2.2% |
| 30D | +5.7% | +1.0% | +4.7% | +4.7% |
| 3M | +50.4% | +9.1% | +41.3% | +43.9% |
| 6M | +65.5% | +14.2% | +51.2% | +55.3% |
| YTD | +48.3% | -41.1% | +89.5% | +74.9% |
| 1Y | +45.4% | -54.7% | +100.1% | +86.6% |
| 3Y | +270.8% | -50.6% | +321.3% | +325.9% |
| 5Y | +336.1% | -76.7% | +412.8% | +385.5% |
| All | +239.5% | -49.8% | +289.3% | +238.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling