+112.7%
CAPR vs MNDY
-47.4%
+160.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.4% | +7.7% | +2.3% |
| 7D | -2.0% | -9.6% | +7.6% | -0.5% |
| 30D | +139.2% | -0.4% | +139.6% | +137.0% |
| 3M | -66.4% | +4.3% | -70.7% | -67.8% |
| 6M | -63.1% | +19.8% | -82.9% | -66.1% |
| YTD | -67.4% | -38.3% | -29.1% | -65.9% |
| 1Y | +58.2% | -50.1% | +108.3% | +72.0% |
| 3Y | +42.2% | -48.4% | +90.6% | +52.0% |
| 5Y | +87.3% | -76.0% | +163.3% | +88.1% |
| All | +112.7% | -47.4% | +160.1% | +116.0% |
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 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