+51.2%
CI vs MNDY
-78.9%
+130.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.2% |
| 7D | +1.2% | -11.3% | +12.5% | +1.4% |
| 30D | +2.6% | -10.8% | +13.4% | +2.9% |
| 3M | +7.4% | -17.3% | +24.7% | +7.8% |
| 6M | -0.1% | +15.2% | -15.3% | -0.4% |
| YTD | +9.7% | -47.1% | +56.9% | +11.2% |
| 1Y | +12.1% | -51.4% | +63.6% | +13.8% |
| 3Y | +7.0% | -49.6% | +56.6% | +6.7% |
| All | +51.2% | -78.9% | +130.1% | +49.6% |
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 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