+246.3%
ZETA vs MNDY
-51.7%
+298.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.1% | +6.3% | +1.3% |
| 7D | -2.4% | -13.3% | +10.9% | +2.9% |
| 30D | +15.6% | -10.2% | +25.7% | +19.5% |
| 3M | +41.5% | -0.1% | +41.6% | +40.1% |
| 6M | +63.4% | +6.3% | +57.1% | +57.7% |
| YTD | +51.3% | -43.3% | +94.6% | +81.1% |
| 1Y | +65.8% | -56.1% | +121.9% | +115.6% |
| 3Y | +279.2% | -51.1% | +330.3% | +337.9% |
| 5Y | +341.8% | -78.5% | +420.3% | +401.5% |
| All | +246.3% | -51.7% | +298.0% | +250.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling