-73.0%
Z vs MNDY
-55.2%
-17.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | 0.0% | +1.2% |
| 7D | -13.1% | -19.8% | +6.7% | -7.3% |
| 30D | +5.9% | -8.4% | +14.3% | +8.8% |
| 3M | -13.7% | -11.2% | -2.4% | -10.8% |
| 6M | -27.1% | +0.9% | -28.1% | -28.1% |
| YTD | -56.8% | -47.4% | -9.4% | -49.7% |
| 1Y | -60.2% | -53.0% | -7.2% | -52.2% |
| 3Y | -19.7% | -44.6% | +24.9% | -17.0% |
| 5Y | -53.7% | -78.7% | +25.0% | -50.7% |
| All | -73.0% | -55.2% | -17.8% | -75.0% |
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