+18.4%
BROS vs MNDY
-76.8%
+95.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.0% | -8.4% | -4.7% |
| 7D | -6.1% | -12.5% | +6.4% | -3.0% |
| 30D | -12.4% | -2.6% | -9.7% | -12.4% |
| 3M | -27.9% | +4.2% | -32.2% | -29.7% |
| 6M | -16.8% | +9.8% | -26.6% | -21.1% |
| YTD | -29.0% | -42.3% | +13.2% | -21.1% |
| 1Y | -33.2% | -54.5% | +21.3% | -21.7% |
| 3Y | +56.8% | -50.3% | +107.0% | +60.6% |
| All | +18.4% | -76.8% | +95.3% | +29.3% |
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