-21.0%
ZS vs MNDY
-51.7%
+30.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -8.1% | +3.5% | -1.3% |
| 7D | -9.2% | -13.3% | +4.1% | -3.8% |
| 30D | -4.0% | -10.2% | +6.2% | -0.1% |
| 3M | +25.3% | -0.1% | +25.4% | +23.9% |
| 6M | -1.3% | +6.3% | -7.6% | -4.7% |
| YTD | -28.0% | -43.3% | +15.3% | -12.7% |
| 1Y | -42.5% | -56.1% | +13.6% | -23.9% |
| 3Y | +0.7% | -51.1% | +51.9% | +12.5% |
| 5Y | -42.3% | -78.5% | +36.2% | -35.1% |
| All | -21.0% | -51.7% | +30.7% | -13.6% |
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 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