+7.3%
D vs MNDY
-47.4%
+54.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.4% | +6.0% | -0.4% |
| 7D | +1.5% | -9.6% | +11.0% | +1.5% |
| 30D | -2.6% | -0.4% | -2.2% | -2.6% |
| 3M | 0.0% | +4.3% | -4.3% | 0.0% |
| 6M | +7.4% | +19.8% | -12.4% | +7.4% |
| YTD | +15.9% | -38.3% | +54.2% | +16.1% |
| 1Y | +18.1% | -50.1% | +68.2% | +18.5% |
| 3Y | +58.4% | -48.4% | +106.8% | +58.5% |
| 5Y | +5.2% | -76.0% | +81.2% | +2.3% |
| All | +7.3% | -47.4% | +54.7% | +10.0% |
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