+65.5%
A vs MNDY
-50.1%
+115.6%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.4% |
| 7D | -0.5% | -11.3% | +10.8% | +0.6% |
| 30D | 0.0% | -10.8% | +10.8% | +0.7% |
| 3M | +16.7% | -17.3% | +34.0% | +18.0% |
| 6M | +54.8% | +15.2% | +39.6% | +50.1% |
| YTD | +28.8% | -47.1% | +75.9% | +36.0% |
| 1Y | +19.3% | -51.4% | +70.8% | +27.2% |
| 3Y | +65.5% | -49.6% | +115.2% | +71.0% |
| All | +65.5% | -50.1% | +115.6% | +71.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling