-34.4%
DOW vs MNDY
-50.4%
+16.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.0% | -4.2% | +0.3% |
| 7D | -2.4% | -12.5% | +10.1% | -1.1% |
| 30D | -4.1% | -2.6% | -1.5% | -4.1% |
| 3M | -12.4% | +4.2% | -16.7% | -13.4% |
| 6M | -10.6% | +9.8% | -20.4% | -12.9% |
| YTD | +31.1% | -42.3% | +73.4% | +38.2% |
| 1Y | +30.5% | -54.5% | +85.1% | +41.9% |
| All | -34.4% | -50.4% | +16.1% | -29.7% |
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