+86.6%
BURL vs MNDY
-34.0%
+120.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.7% | -1.1% |
| 7D | +4.1% | -8.0% | +12.1% | +4.8% |
| 30D | -9.5% | +5.3% | -14.8% | -9.8% |
| 3M | -33.5% | +0.4% | -33.9% | -33.8% |
| 6M | -22.1% | +18.9% | -41.0% | -24.1% |
| YTD | -14.6% | -40.4% | +25.8% | -11.2% |
| 1Y | -8.4% | -51.4% | +43.1% | -2.5% |
| 3Y | +86.6% | -32.3% | +118.9% | +121.4% |
| All | +86.6% | -34.0% | +120.6% | +121.4% |
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 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