+188.5%
CFG vs MNDY
-52.1%
+240.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -8.1% | +7.0% | -0.1% |
| 7D | +2.7% | -13.3% | +16.0% | +4.4% |
| 30D | -3.7% | -10.2% | +6.5% | -2.7% |
| 3M | +9.5% | -0.1% | +9.6% | +8.7% |
| 6M | +22.2% | +6.3% | +15.9% | +19.3% |
| YTD | +22.3% | -43.3% | +65.6% | +31.2% |
| 1Y | +39.4% | -56.1% | +95.6% | +55.5% |
| 3Y | +188.5% | -51.1% | +239.6% | +198.6% |
| All | +188.5% | -52.1% | +240.6% | +198.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling