+51.5%
CART vs MNDY
-43.5%
+95.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.4% | +5.2% | -0.3% |
| 7D | +1.0% | -9.6% | +10.6% | +2.5% |
| 30D | +12.6% | -0.4% | +13.0% | +12.5% |
| 3M | +23.1% | +4.3% | +18.8% | +21.8% |
| 6M | +39.5% | +19.8% | +19.8% | +34.8% |
| YTD | +13.5% | -38.3% | +51.8% | +18.6% |
| 1Y | +14.9% | -50.1% | +64.9% | +22.3% |
| All | +51.5% | -43.5% | +95.0% | +38.5% |
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