+498.2%
ASX vs MNDY
-78.8%
+577.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.3% | -3.9% |
| 7D | +22.1% | -17.9% | +40.0% | +24.9% |
| 30D | -23.8% | -9.0% | -14.7% | -23.4% |
| 3M | -7.6% | -10.4% | +2.8% | -8.0% |
| 6M | +6.9% | +7.0% | -0.1% | +1.6% |
| YTD | +127.7% | -47.8% | +175.5% | +143.0% |
| 1Y | +144.5% | -51.6% | +196.1% | +164.7% |
| 3Y | +377.8% | -45.0% | +422.8% | +380.8% |
| 5Y | +498.2% | -78.8% | +577.1% | +510.1% |
| All | +498.2% | -78.8% | +577.0% | +510.1% |
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