+118.2%
B vs MNDY
-47.4%
+165.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.4% | +4.2% | -2.0% |
| 7D | -1.6% | -9.6% | +8.0% | -1.2% |
| 30D | +9.4% | -0.4% | +9.8% | +9.4% |
| 3M | +5.0% | +4.3% | +0.7% | +4.7% |
| 6M | -3.5% | +19.8% | -23.3% | -4.5% |
| YTD | +4.5% | -38.3% | +42.7% | +6.2% |
| 1Y | +67.8% | -50.1% | +117.9% | +71.8% |
| 3Y | +196.7% | -48.4% | +245.1% | +202.0% |
| 5Y | +151.9% | -76.0% | +228.0% | +148.4% |
| All | +118.2% | -47.4% | +165.6% | +128.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling