+149.1%
COST vs MNDY
-50.8%
+199.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -0.4% |
| 7D | -2.5% | -12.5% | +10.0% | -1.5% |
| 30D | -4.4% | -2.6% | -1.8% | -4.4% |
| 3M | -8.1% | +4.2% | -12.3% | -8.8% |
| 6M | -9.2% | +9.8% | -19.0% | -10.8% |
| YTD | +5.1% | -42.3% | +47.4% | +8.8% |
| 1Y | -5.1% | -54.5% | +49.5% | +0.1% |
| 3Y | +70.4% | -50.3% | +120.6% | +73.0% |
| 5Y | +104.7% | -77.1% | +181.8% | +101.1% |
| All | +149.1% | -50.8% | +199.9% | +153.0% |
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 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