+61.9%
D vs MNDY
-52.1%
+114.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.1% | +8.7% | +0.5% |
| 7D | +0.8% | -13.3% | +14.1% | +0.7% |
| 30D | -0.7% | -10.2% | +9.4% | -0.8% |
| 3M | +2.1% | -0.1% | +2.2% | +2.1% |
| 6M | +6.8% | +6.3% | +0.5% | +7.1% |
| YTD | +16.5% | -43.3% | +59.8% | +16.7% |
| 1Y | +19.2% | -56.1% | +75.3% | +19.5% |
| 3Y | +61.9% | -51.1% | +113.0% | +56.5% |
| All | +61.9% | -52.1% | +114.0% | +56.5% |
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 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