+158.8%
B vs MNDY
-78.9%
+237.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.3% |
| 7D | +1.0% | -14.1% | +15.2% | +1.8% |
| 30D | +9.5% | -8.5% | +18.0% | +9.9% |
| 3M | +14.3% | -2.5% | +16.9% | +14.3% |
| 6M | -1.9% | +0.1% | -1.9% | -2.2% |
| YTD | +4.1% | -45.0% | +49.1% | +6.7% |
| 1Y | +56.1% | -58.1% | +114.2% | +62.0% |
| 3Y | +202.0% | -52.6% | +254.6% | +209.1% |
| 5Y | +158.8% | -79.3% | +238.1% | +155.6% |
| All | +158.8% | -78.9% | +237.7% | +155.6% |
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