+91.1%
C vs MNDY
-55.9%
+147.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.7% | +0.7% |
| 7D | -0.4% | -18.4% | +18.0% | +1.5% |
| 30D | -5.2% | -14.1% | +9.0% | -4.0% |
| 3M | -9.1% | -13.8% | +4.7% | -8.4% |
| 6M | -1.6% | +6.0% | -7.6% | -3.5% |
| YTD | +6.9% | -48.2% | +55.2% | +12.1% |
| 1Y | +23.0% | -54.0% | +77.0% | +30.4% |
| 3Y | +216.1% | -45.5% | +261.6% | +225.0% |
| 5Y | +112.2% | -78.2% | +190.5% | +110.7% |
| All | +91.1% | -55.9% | +147.0% | +96.7% |
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