+22.2%
A vs MNDY
-51.7%
+73.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.5% | +0.8% |
| 7D | -2.4% | -1.0% | -1.3% | -2.3% |
| 30D | +3.6% | +17.1% | -13.5% | +2.7% |
| 3M | +27.5% | +3.2% | +24.3% | +26.9% |
| 6M | +58.5% | +25.2% | +33.3% | +56.1% |
| YTD | +31.2% | -34.4% | +65.6% | +33.1% |
| 1Y | +22.2% | -49.8% | +72.0% | +23.8% |
| All | +22.2% | -51.7% | +73.9% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling