+216.1%
C vs MNDY
-43.6%
+259.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.7% | +0.7% |
| 7D | -0.4% | -18.4% | +18.0% | +1.9% |
| 30D | -5.2% | -14.1% | +9.0% | -3.9% |
| 3M | -9.1% | -13.8% | +4.7% | -8.4% |
| 6M | -1.6% | +6.0% | -7.6% | -4.2% |
| YTD | +6.9% | -48.2% | +55.2% | +14.6% |
| 1Y | +23.0% | -54.0% | +77.0% | +34.1% |
| 3Y | +216.1% | -45.5% | +261.6% | +247.5% |
| All | +216.1% | -43.6% | +259.8% | +247.5% |
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 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