+115.6%
CAPR vs MNDY
-55.0%
+170.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.2% | -8.2% | -7.1% |
| 7D | +5.9% | -11.3% | +17.2% | +7.8% |
| 30D | +44.6% | -10.8% | +55.4% | +46.9% |
| 3M | +126.4% | -17.3% | +143.6% | +130.0% |
| 6M | -68.6% | +15.2% | -83.8% | -71.2% |
| YTD | -67.0% | -47.1% | -19.8% | -64.9% |
| 1Y | +65.2% | -51.4% | +116.6% | +79.2% |
| 3Y | +235.6% | -49.6% | +285.2% | +259.7% |
| 5Y | +175.4% | -78.6% | +254.0% | +180.7% |
| All | +115.6% | -55.0% | +170.6% | +122.8% |
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