+23.6%
CMS vs MNDY
-78.9%
+102.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.9% |
| 7D | +0.2% | -14.1% | +14.3% | +0.1% |
| 30D | -1.3% | -8.5% | +7.2% | -1.3% |
| 3M | -5.4% | -2.5% | -2.8% | -5.4% |
| 6M | -10.3% | +0.1% | -10.4% | -10.3% |
| YTD | -0.2% | -45.0% | +44.8% | -0.2% |
| 1Y | -0.9% | -58.1% | +57.3% | -0.8% |
| 3Y | +34.0% | -52.6% | +86.6% | +33.5% |
| 5Y | +23.6% | -79.3% | +102.8% | +18.2% |
| All | +23.6% | -78.9% | +102.5% | +18.2% |
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