+29.3%
CI vs MNDY
-47.4%
+76.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.4% | +5.1% | -1.3% |
| 7D | +1.3% | -9.6% | +10.9% | +1.4% |
| 30D | +4.4% | -0.4% | +4.9% | +4.4% |
| 3M | +0.7% | +4.3% | -3.7% | +0.6% |
| 6M | +0.3% | +19.8% | -19.4% | +0.1% |
| YTD | +3.8% | -38.3% | +42.1% | +4.3% |
| 1Y | -5.5% | -50.1% | +44.6% | -4.8% |
| 3Y | +8.1% | -48.4% | +56.5% | +8.2% |
| 5Y | +42.8% | -76.0% | +118.8% | +36.6% |
| All | +29.3% | -47.4% | +76.7% | +38.5% |
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