+145.6%
AR vs MNDY
-78.7%
+224.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.4% |
| 7D | -1.2% | -14.1% | +12.9% | +0.3% |
| 30D | +5.5% | -8.5% | +14.0% | +6.2% |
| 3M | +12.9% | -2.5% | +15.4% | +12.4% |
| 6M | +0.1% | +0.1% | 0.0% | -1.1% |
| YTD | +13.5% | -45.0% | +58.6% | +18.9% |
| 1Y | +21.6% | -58.1% | +79.7% | +30.6% |
| 3Y | +46.0% | -52.6% | +98.6% | +52.1% |
| All | +145.6% | -78.7% | +224.3% | +186.6% |
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