+532.2%
BE vs MNDY
-78.9%
+611.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.2% | -5.2% |
| 7D | +10.8% | -11.3% | +22.1% | +13.7% |
| 30D | -19.8% | -10.8% | -9.0% | -18.5% |
| 3M | -18.7% | -17.3% | -1.4% | -17.3% |
| 6M | -33.7% | +15.2% | -49.0% | -41.3% |
| YTD | +121.0% | -47.1% | +168.1% | +143.1% |
| 1Y | +85.4% | -51.4% | +136.8% | +110.5% |
| 3Y | +1,709.5% | -49.6% | +1,759.1% | +1,647.5% |
| All | +532.2% | -78.9% | +611.0% | +589.3% |
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