+49.8%
AR vs MNDY
-51.3%
+101.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.1% | +7.3% | 0.0% |
| 7D | -1.8% | -13.3% | +11.5% | -0.4% |
| 30D | +12.6% | -10.2% | +22.7% | +13.5% |
| 3M | +10.0% | -0.1% | +10.1% | +9.2% |
| 6M | +0.6% | +6.3% | -5.7% | -1.4% |
| YTD | +13.4% | -43.3% | +56.7% | +19.9% |
| 1Y | +21.7% | -56.1% | +77.8% | +32.6% |
| All | +49.8% | -51.3% | +101.1% | +61.7% |
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