-78.7%
CHTR vs MNDY
-49.8%
-28.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.0% | +1.7% | +3.5% |
| 7D | -4.1% | -4.6% | +0.6% | -3.6% |
| 30D | -3.0% | +1.0% | -4.0% | -3.2% |
| 3M | +4.8% | +9.1% | -4.4% | +3.7% |
| 6M | -35.0% | +14.2% | -49.2% | -36.3% |
| YTD | -30.2% | -41.1% | +11.0% | -27.6% |
| 1Y | -44.8% | -54.7% | +10.0% | -41.5% |
| 3Y | -66.6% | -50.6% | -16.0% | -65.9% |
| 5Y | -81.5% | -76.7% | -4.8% | -82.0% |
| All | -78.7% | -49.8% | -28.8% | -78.1% |
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