-5.3%
BURL vs MNDY
-51.7%
+46.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.4% | +4.3% | +7.7% |
| 7D | +10.4% | -1.0% | +11.5% | +10.4% |
| 30D | -4.9% | +17.1% | -22.0% | -4.8% |
| 3M | -29.8% | +3.2% | -33.0% | -29.8% |
| 6M | -16.5% | +25.2% | -41.6% | -16.7% |
| YTD | -10.5% | -34.4% | +23.9% | -12.4% |
| 1Y | -5.3% | -49.8% | +44.4% | -8.4% |
| All | -5.3% | -51.7% | +46.3% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling