-29.9%
COMP vs MNDY
-76.2%
+46.3%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.4% | +7.0% | +3.1% |
| 7D | +1.4% | -9.6% | +10.9% | +5.4% |
| 30D | -13.3% | -0.4% | -12.9% | -14.0% |
| 3M | +41.1% | +4.3% | +36.8% | +35.9% |
| 6M | +17.2% | +19.8% | -2.6% | +3.9% |
| YTD | +5.2% | -38.3% | +43.5% | +20.8% |
| 1Y | +18.9% | -50.1% | +69.0% | +46.9% |
| 3Y | +215.9% | -48.4% | +264.3% | +206.9% |
| All | -29.9% | -76.2% | +46.3% | -34.2% |
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