+54.4%
BEN vs MNDY
-52.8%
+107.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.5% | -1.2% |
| 7D | +3.4% | -14.1% | +17.5% | +4.8% |
| 30D | +1.8% | -8.5% | +10.3% | +2.4% |
| 3M | +8.4% | -2.5% | +10.9% | +8.0% |
| 6M | +35.6% | +0.1% | +35.6% | +34.1% |
| YTD | +46.4% | -45.0% | +91.4% | +53.9% |
| 1Y | +46.3% | -58.1% | +104.4% | +58.2% |
| All | +54.4% | -52.8% | +107.2% | +65.4% |
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