+114.0%
C vs MNDY
-47.4%
+161.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.4% | +6.1% | +0.3% |
| 7D | +3.6% | -9.6% | +13.2% | +4.6% |
| 30D | +0.1% | -0.4% | +0.5% | -0.1% |
| 3M | +2.4% | +4.3% | -1.9% | +1.5% |
| 6M | +24.9% | +19.8% | +5.2% | +21.3% |
| YTD | +19.8% | -38.3% | +58.1% | +24.1% |
| 1Y | +44.9% | -50.1% | +94.9% | +52.8% |
| 3Y | +263.0% | -48.4% | +311.4% | +275.3% |
| 5Y | +129.5% | -76.0% | +205.5% | +124.8% |
| All | +114.0% | -47.4% | +161.4% | +117.8% |
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