-64.8%
Z vs MNDY
-76.2%
+11.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.4% | +4.3% | -0.1% |
| 7D | -3.0% | -9.6% | +6.6% | 0.0% |
| 30D | -4.2% | -0.4% | -3.8% | -4.2% |
| 3M | -3.7% | +4.3% | -8.0% | -5.3% |
| 6M | -24.5% | +19.8% | -44.3% | -29.9% |
| YTD | -49.3% | -38.3% | -11.0% | -43.1% |
| 1Y | -58.7% | -50.1% | -8.6% | -51.1% |
| 3Y | -34.1% | -48.4% | +14.3% | -30.6% |
| All | -64.8% | -76.2% | +11.4% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling