+65.0%
CTAS vs MNDY
-52.8%
+117.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | 0.0% |
| 7D | +1.0% | -14.1% | +15.1% | +2.2% |
| 30D | -1.1% | -8.5% | +7.4% | -0.5% |
| 3M | +11.5% | -2.5% | +14.0% | +11.2% |
| 6M | +0.2% | +0.1% | +0.1% | -0.6% |
| YTD | +7.2% | -45.0% | +52.2% | +11.9% |
| 1Y | 0.0% | -58.1% | +58.1% | +6.7% |
| All | +65.0% | -52.8% | +117.8% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling