+116.1%
ALL vs MNDY
-78.9%
+195.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.2% |
| 7D | -2.2% | -14.1% | +11.9% | -1.6% |
| 30D | -5.6% | -8.5% | +2.9% | -5.3% |
| 3M | +17.2% | -2.5% | +19.8% | +17.1% |
| 6M | +23.2% | +0.1% | +23.2% | +22.7% |
| YTD | +23.6% | -45.0% | +68.6% | +25.6% |
| 1Y | +29.2% | -58.1% | +87.3% | +32.3% |
| 3Y | +153.8% | -52.6% | +206.5% | +156.3% |
| 5Y | +116.1% | -79.3% | +195.4% | +115.2% |
| All | +116.1% | -78.9% | +195.0% | +115.2% |
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