-36.8%
ZBH vs MNDY
-49.8%
+13.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.8% | +1.0% |
| 7D | -4.7% | -4.6% | 0.0% | -4.5% |
| 30D | -4.5% | +1.0% | -5.5% | -4.6% |
| 3M | +7.6% | +9.1% | -1.6% | +6.9% |
| 6M | +0.3% | +14.2% | -13.9% | -0.8% |
| YTD | +4.5% | -41.1% | +45.7% | +6.4% |
| 1Y | -9.4% | -54.7% | +45.3% | -6.8% |
| 3Y | -21.5% | -50.6% | +29.1% | -21.7% |
| 5Y | -28.4% | -76.7% | +48.3% | -32.5% |
| All | -36.8% | -49.8% | +13.1% | -38.9% |
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