+132.0%
C vs MNDY
-78.9%
+210.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.8% | +1.1% |
| 7D | +2.6% | -14.1% | +16.7% | +4.3% |
| 30D | +1.9% | -8.5% | +10.4% | +2.6% |
| 3M | +2.8% | -2.5% | +5.3% | +2.4% |
| 6M | +30.6% | +0.1% | +30.5% | +28.9% |
| YTD | +19.9% | -45.0% | +64.9% | +26.3% |
| 1Y | +44.6% | -58.1% | +102.7% | +56.7% |
| 3Y | +272.1% | -52.6% | +324.8% | +288.9% |
| 5Y | +132.0% | -79.3% | +211.2% | +133.6% |
| All | +132.0% | -78.9% | +210.9% | +133.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling