-39.7%
CAG vs MNDY
-49.4%
+9.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.6% | -0.7% |
| 7D | -5.7% | -4.6% | -1.0% | -5.7% |
| 30D | -2.4% | +1.0% | -3.4% | -2.4% |
| 3M | +9.8% | +9.1% | +0.7% | +10.0% |
| 6M | -10.8% | +14.2% | -25.1% | -10.3% |
| YTD | -10.8% | -41.1% | +30.3% | -12.1% |
| 1Y | -19.0% | -54.7% | +35.8% | -20.8% |
| 3Y | -39.7% | -50.6% | +10.9% | -39.7% |
| All | -39.7% | -49.4% | +9.8% | -39.7% |
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 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