+13.5%
D vs MNDY
-79.2%
+92.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.5% |
| 7D | -2.4% | -19.8% | +17.4% | -2.3% |
| 30D | +9.0% | -8.4% | +17.4% | +9.1% |
| 3M | +1.0% | -11.2% | +12.2% | +1.0% |
| 6M | +11.0% | +0.9% | +10.0% | +10.9% |
| YTD | +19.8% | -47.4% | +67.2% | +20.4% |
| 1Y | +16.0% | -53.0% | +69.0% | +16.7% |
| 3Y | +74.4% | -44.6% | +118.9% | +73.9% |
| 5Y | +13.5% | -78.7% | +92.2% | +11.6% |
| All | +13.5% | -79.2% | +92.8% | +11.6% |
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