-34.0%
Z vs MNDY
-48.4%
+14.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.4% | +4.3% | -0.4% |
| 7D | -3.0% | -9.6% | +6.6% | -0.4% |
| 30D | -4.2% | -0.4% | -3.8% | -4.2% |
| 3M | -3.7% | +4.3% | -8.0% | -5.2% |
| 6M | -24.5% | +19.8% | -44.3% | -29.0% |
| YTD | -49.3% | -38.3% | -11.0% | -44.6% |
| 1Y | -58.7% | -50.1% | -8.6% | -52.8% |
| All | -34.0% | -48.4% | +14.5% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling