+84.8%
CFG vs MNDY
-49.8%
+134.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.7% | +1.0% |
| 7D | -0.4% | -4.6% | +4.2% | 0.0% |
| 30D | -4.6% | +1.0% | -5.7% | -5.0% |
| 3M | +6.7% | +9.1% | -2.5% | +5.1% |
| 6M | +22.1% | +14.2% | +7.9% | +18.9% |
| YTD | +23.2% | -41.1% | +64.3% | +28.3% |
| 1Y | +40.3% | -54.7% | +95.0% | +49.9% |
| 3Y | +187.9% | -50.6% | +238.4% | +199.0% |
| 5Y | +102.0% | -76.7% | +178.6% | +98.0% |
| All | +84.8% | -49.8% | +134.7% | +90.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling