+72.5%
CART vs MNDY
-45.5%
+117.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +1.6% |
| 7D | +3.0% | -8.0% | +11.0% | +4.3% |
| 30D | +28.6% | +5.3% | +23.3% | +27.2% |
| 3M | +29.1% | +0.4% | +28.7% | +28.4% |
| 6M | +44.7% | +18.9% | +25.8% | +39.9% |
| YTD | +29.2% | -40.4% | +69.6% | +35.3% |
| 1Y | +66.2% | -51.4% | +117.6% | +77.8% |
| 3Y | +112.8% | -32.3% | +145.1% | +95.9% |
| All | +72.5% | -45.5% | +117.9% | +57.9% |
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