+0.9%
CG vs MNDY
-76.8%
+77.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.7% | -2.1% |
| 7D | -9.9% | -4.6% | -5.2% | -9.0% |
| 30D | -11.7% | +1.0% | -12.7% | -12.1% |
| 3M | -4.3% | +9.1% | -13.4% | -7.1% |
| 6M | -8.8% | +14.2% | -23.0% | -13.6% |
| YTD | -26.9% | -41.1% | +14.3% | -20.2% |
| 1Y | -35.4% | -54.7% | +19.3% | -25.8% |
| 3Y | +43.0% | -50.6% | +93.6% | +52.8% |
| All | +0.9% | -76.8% | +77.7% | +8.3% |
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