-16.5%
Z vs MNDY
-50.1%
+33.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.2% | +3.1% |
| 7D | +0.8% | -11.3% | +12.1% | +4.2% |
| 30D | +5.2% | -10.8% | +16.0% | +9.0% |
| 3M | -17.0% | -17.3% | +0.2% | -12.7% |
| 6M | -22.7% | +15.2% | -37.9% | -25.7% |
| YTD | -56.3% | -47.1% | -9.2% | -50.2% |
| 1Y | -57.7% | -51.4% | -6.2% | -50.8% |
| 3Y | -16.5% | -49.6% | +33.1% | -15.6% |
| All | -16.5% | -50.1% | +33.5% | -15.6% |
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