-72.9%
Z vs MNDY
-49.2%
-23.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.3% | +3.9% | -0.5% |
| 7D | -4.6% | -8.0% | +3.5% | -2.0% |
| 30D | +8.3% | +5.3% | +3.0% | +7.1% |
| 3M | -11.6% | +0.4% | -12.0% | -11.9% |
| 6M | -33.6% | +18.9% | -52.5% | -37.6% |
| YTD | -56.7% | -40.4% | -16.3% | -51.3% |
| 1Y | -59.1% | -51.4% | -7.7% | -51.5% |
| 3Y | -20.4% | -32.3% | +11.9% | -22.4% |
| 5Y | -55.3% | -74.9% | +19.7% | -54.5% |
| All | -72.9% | -49.2% | -23.7% | -75.8% |
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