+123.4%
AS vs MNDY
-63.2%
+186.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.1% | -1.0% |
| 7D | -4.9% | -11.3% | +6.4% | -3.3% |
| 30D | +3.9% | -10.8% | +14.7% | +5.3% |
| 3M | -9.6% | -17.3% | +7.7% | -7.8% |
| 6M | -8.7% | +15.2% | -23.9% | -12.6% |
| YTD | -19.8% | -47.1% | +27.3% | -11.6% |
| 1Y | -1.5% | -51.4% | +49.9% | +10.5% |
| All | +123.4% | -63.2% | +186.6% | +150.6% |
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