+333.5%
CAT vs MNDY
-78.2%
+411.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.1% | +9.2% | +1.5% |
| 7D | +5.6% | -13.3% | +18.9% | +6.4% |
| 30D | -2.3% | -10.2% | +7.8% | -1.9% |
| 3M | -10.0% | -0.1% | -9.9% | -10.4% |
| 6M | +21.2% | +6.3% | +14.9% | +19.5% |
| YTD | +44.4% | -43.3% | +87.7% | +49.6% |
| 1Y | +96.3% | -56.1% | +152.4% | +107.4% |
| 3Y | +203.9% | -51.1% | +255.0% | +214.7% |
| 5Y | +333.5% | -78.5% | +412.0% | +336.2% |
| All | +333.5% | -78.2% | +411.7% | +336.2% |
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