-48.4%
CAG vs MNDY
-50.8%
+2.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.0% | -7.7% | -2.7% |
| 7D | -5.9% | -12.5% | +6.6% | -6.0% |
| 30D | -1.5% | -2.6% | +1.1% | -1.5% |
| 3M | +11.5% | +4.2% | +7.2% | +11.5% |
| 6M | -15.7% | +9.8% | -25.4% | -15.4% |
| YTD | -10.2% | -42.3% | +32.1% | -10.8% |
| 1Y | -18.1% | -54.5% | +36.5% | -18.9% |
| 3Y | -39.4% | -50.3% | +10.9% | -39.7% |
| 5Y | -42.6% | -77.1% | +34.5% | -43.8% |
| All | -48.4% | -50.8% | +2.4% | -47.3% |
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