+138.2%
ADI vs MNDY
-53.2%
+191.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.9% |
| 7D | +2.6% | -14.1% | +16.7% | +4.6% |
| 30D | -4.6% | -8.5% | +3.9% | -3.9% |
| 3M | -9.5% | -2.5% | -7.0% | -10.1% |
| 6M | +14.8% | +0.1% | +14.8% | +12.3% |
| YTD | +35.8% | -45.0% | +80.8% | +45.1% |
| 1Y | +48.9% | -58.1% | +107.0% | +65.5% |
| 3Y | +115.6% | -52.6% | +168.2% | +126.5% |
| 5Y | +135.1% | -79.3% | +214.4% | +137.0% |
| All | +138.2% | -53.2% | +191.3% | +148.0% |
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 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