+64.2%
BURL vs MNDY
-48.4%
+112.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.4% | +9.1% | +3.2% |
| 7D | -2.8% | -9.6% | +6.8% | -2.0% |
| 30D | -28.2% | -0.4% | -27.7% | -28.3% |
| 3M | -17.6% | +4.3% | -21.9% | -18.3% |
| 6M | -11.8% | +19.8% | -31.6% | -14.3% |
| YTD | -8.1% | -38.3% | +30.1% | -4.3% |
| 1Y | -12.0% | -50.1% | +38.1% | -6.2% |
| All | +64.2% | -48.4% | +112.6% | +75.1% |
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