+4.9%
CRM vs MNDY
-49.8%
+54.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | 0.0% | +1.4% |
| 7D | -4.4% | -4.6% | +0.2% | -3.2% |
| 30D | +28.1% | +1.0% | +27.1% | +27.9% |
| 3M | +48.8% | +9.1% | +39.7% | +45.0% |
| 6M | +28.3% | +14.2% | +14.0% | +23.2% |
| YTD | -6.0% | -41.1% | +35.1% | +6.0% |
| 1Y | +1.4% | -54.7% | +56.2% | +21.3% |
| 3Y | +11.8% | -50.6% | +62.4% | +22.8% |
| 5Y | -2.0% | -76.7% | +74.6% | +5.9% |
| All | +4.9% | -49.8% | +54.8% | +11.5% |
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