+477.7%
ASX vs MNDY
-78.2%
+555.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -8.1% | +14.2% | +7.3% |
| 7D | +6.3% | -13.3% | +19.6% | +8.4% |
| 30D | +6.4% | -10.2% | +16.6% | +7.6% |
| 3M | +13.1% | -0.1% | +13.3% | +11.6% |
| 6M | +90.3% | +6.3% | +84.0% | +83.3% |
| YTD | +149.6% | -43.3% | +192.9% | +166.7% |
| 1Y | +249.2% | -56.1% | +305.3% | +289.4% |
| 3Y | +445.9% | -51.1% | +497.0% | +470.5% |
| 5Y | +477.7% | -78.5% | +556.2% | +487.4% |
| All | +477.7% | -78.2% | +555.9% | +487.4% |
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