+14.9%
BR vs MNDY
-53.2%
+68.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | 0.0% |
| 7D | -5.0% | -14.1% | +9.1% | -3.4% |
| 30D | -2.5% | -8.5% | +6.0% | -1.6% |
| 3M | +13.5% | -2.5% | +16.0% | +13.5% |
| 6M | -9.4% | +0.1% | -9.5% | -10.0% |
| YTD | -23.3% | -45.0% | +21.8% | -19.8% |
| 1Y | -31.6% | -58.1% | +26.5% | -26.9% |
| 3Y | -5.1% | -52.6% | +47.6% | -2.5% |
| 5Y | +8.2% | -79.3% | +87.5% | +5.4% |
| All | +14.9% | -53.2% | +68.0% | +21.0% |
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 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