+72.5%
CAPR vs MNDY
-78.9%
+151.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.6% | -4.1% |
| 7D | -12.6% | -14.1% | +1.5% | -10.2% |
| 30D | +124.4% | -8.5% | +132.9% | +125.7% |
| 3M | -66.8% | -2.5% | -64.2% | -68.0% |
| 6M | -71.8% | +0.1% | -71.9% | -73.4% |
| YTD | -70.1% | -45.0% | -25.0% | -67.8% |
| 1Y | +33.3% | -58.1% | +91.4% | +51.5% |
| 3Y | +36.7% | -52.6% | +89.3% | +48.9% |
| 5Y | +72.5% | -79.3% | +151.7% | +86.0% |
| All | +72.5% | -78.9% | +151.4% | +86.0% |
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