+138.3%
ADI vs MNDY
-76.8%
+215.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.0% | +2.9% | +4.6% |
| 7D | +4.6% | -4.6% | +9.2% | +5.2% |
| 30D | -1.2% | +1.0% | -2.2% | -1.8% |
| 3M | -7.8% | +9.1% | -16.9% | -10.1% |
| 6M | +19.3% | +14.2% | +5.1% | +14.0% |
| YTD | +40.9% | -41.1% | +82.1% | +50.1% |
| 1Y | +54.5% | -54.7% | +109.2% | +71.5% |
| 3Y | +123.4% | -50.6% | +174.0% | +133.5% |
| All | +138.3% | -76.8% | +215.1% | +145.3% |
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