+35.4%
CMS vs MNDY
-79.2%
+114.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.9% | -0.2% |
| 7D | -1.1% | -19.8% | +18.7% | -1.2% |
| 30D | +6.6% | -8.4% | +15.0% | +6.6% |
| 3M | +0.8% | -11.2% | +12.1% | +0.8% |
| 6M | -3.3% | +0.9% | -4.3% | -3.3% |
| YTD | +2.7% | -47.4% | +50.1% | +2.8% |
| 1Y | -4.0% | -53.0% | +49.0% | -3.9% |
| 3Y | +37.6% | -44.6% | +82.2% | +37.0% |
| 5Y | +35.4% | -78.7% | +114.1% | +28.9% |
| All | +35.4% | -79.2% | +114.7% | +28.9% |
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