-38.6%
ZS vs MNDY
-76.8%
+38.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.3% | -0.2% |
| 7D | -3.1% | -4.6% | +1.5% | -1.3% |
| 30D | -7.2% | +1.0% | -8.2% | -8.0% |
| 3M | +30.5% | +9.1% | +21.4% | +23.8% |
| 6M | +7.0% | +14.2% | -7.2% | -0.5% |
| YTD | -26.8% | -41.1% | +14.3% | -11.5% |
| 1Y | -42.6% | -54.7% | +12.1% | -23.5% |
| 3Y | -0.3% | -50.6% | +50.3% | +9.9% |
| All | -38.6% | -76.8% | +38.3% | -28.4% |
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