+198.7%
B vs MNDY
-52.1%
+250.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.1% | +6.7% | -1.0% |
| 7D | +2.3% | -13.3% | +15.6% | +3.2% |
| 30D | +1.4% | -10.2% | +11.5% | +1.9% |
| 3M | +12.2% | -0.1% | +12.3% | +12.0% |
| 6M | -2.1% | +6.3% | -8.4% | -2.8% |
| YTD | +2.9% | -43.3% | +46.2% | +6.9% |
| 1Y | +55.3% | -56.1% | +111.4% | +64.1% |
| 3Y | +198.7% | -51.1% | +249.8% | +220.0% |
| All | +198.7% | -52.1% | +250.8% | +220.0% |
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