+196.0%
CAPR vs MNDY
-78.8%
+274.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.8% | -8.0% | -8.6% |
| 7D | +19.1% | -17.9% | +37.0% | +23.2% |
| 30D | +48.8% | -9.0% | +57.9% | +50.9% |
| 3M | +144.4% | -10.4% | +154.8% | +144.4% |
| 6M | -67.5% | +7.0% | -74.5% | -70.1% |
| YTD | -64.5% | -47.8% | -16.7% | -61.8% |
| 1Y | +74.4% | -51.6% | +126.0% | +91.9% |
| 3Y | +265.7% | -45.0% | +310.7% | +287.5% |
| 5Y | +196.0% | -78.8% | +274.8% | +229.7% |
| All | +196.0% | -78.8% | +274.7% | +229.7% |
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 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