-12.7%
BURL vs MNDY
-47.4%
+34.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.4% | +9.1% | +3.6% |
| 7D | -2.8% | -9.6% | +6.8% | -1.4% |
| 30D | -28.2% | -0.4% | -27.7% | -28.5% |
| 3M | -17.6% | +4.3% | -21.9% | -18.9% |
| 6M | -11.8% | +19.8% | -31.6% | -16.1% |
| YTD | -8.1% | -38.3% | +30.1% | -3.1% |
| 1Y | -12.0% | -50.1% | +38.1% | -4.3% |
| 3Y | +63.3% | -48.4% | +111.7% | +65.7% |
| 5Y | -10.8% | -76.0% | +65.2% | -14.4% |
| All | -12.7% | -47.4% | +34.7% | -13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling