+3.9%
D vs MNDY
-78.9%
+82.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.7% |
| 7D | -0.4% | -14.1% | +13.7% | -0.4% |
| 30D | -2.1% | -8.5% | +6.4% | -2.1% |
| 3M | -0.7% | -2.5% | +1.8% | -0.7% |
| 6M | +5.6% | +0.1% | +5.5% | +5.6% |
| YTD | +14.6% | -45.0% | +59.6% | +15.0% |
| 1Y | +15.3% | -58.1% | +73.5% | +16.1% |
| 3Y | +59.1% | -52.6% | +111.7% | +59.2% |
| 5Y | +3.9% | -79.3% | +83.2% | +0.8% |
| All | +3.9% | -78.9% | +82.8% | +0.8% |
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