+3.5%
CI vs MNDY
-52.8%
+56.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.8% |
| 7D | -1.1% | -14.1% | +13.0% | -1.2% |
| 30D | +0.5% | -8.5% | +8.9% | +0.4% |
| 3M | -5.2% | -2.5% | -2.6% | -5.2% |
| 6M | +4.3% | +0.1% | +4.3% | +4.5% |
| YTD | +2.8% | -45.0% | +47.8% | +3.0% |
| 1Y | -5.8% | -58.1% | +52.3% | -5.6% |
| All | +3.5% | -52.8% | +56.3% | +8.8% |
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