+75.9%
DE vs MNDY
-49.4%
+125.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.4% |
| 7D | -2.6% | -4.6% | +2.1% | -2.4% |
| 30D | +9.0% | +1.0% | +8.0% | +8.9% |
| 3M | +19.1% | +9.1% | +10.0% | +18.6% |
| 6M | +14.4% | +14.2% | +0.2% | +13.4% |
| YTD | +45.9% | -41.1% | +87.1% | +50.2% |
| 1Y | +43.6% | -54.7% | +98.3% | +50.1% |
| 3Y | +75.9% | -50.6% | +126.4% | +83.3% |
| All | +75.9% | -49.4% | +125.3% | +83.3% |
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