+180.7%
COR vs MNDY
-77.7%
+258.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -0.7% |
| 7D | -4.8% | -12.5% | +7.7% | -4.9% |
| 30D | -3.7% | -2.6% | -1.1% | -3.7% |
| 3M | +14.3% | +4.2% | +10.1% | +14.4% |
| 6M | -8.5% | +9.8% | -18.2% | -8.3% |
| YTD | -4.4% | -42.3% | +37.9% | -4.6% |
| 1Y | +9.1% | -54.5% | +63.7% | +8.8% |
| 3Y | +85.2% | -50.3% | +135.5% | +84.0% |
| 5Y | +180.7% | -77.1% | +257.8% | +179.0% |
| All | +180.7% | -77.7% | +258.3% | +179.0% |
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