+102.4%
BURL vs MNDY
-51.1%
+153.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.2% | -0.9% |
| 7D | +5.9% | -18.4% | +24.2% | +7.6% |
| 30D | -8.3% | -14.1% | +5.8% | -7.2% |
| 3M | -31.6% | -13.8% | -17.8% | -31.1% |
| 6M | -16.6% | +6.0% | -22.6% | -18.3% |
| YTD | -12.1% | -48.2% | +36.2% | -7.2% |
| 1Y | -10.0% | -54.0% | +44.1% | -3.6% |
| All | +102.4% | -51.1% | +153.5% | +109.0% |
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 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