-42.5%
DOW vs MNDY
-53.2%
+10.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.4% |
| 7D | -6.0% | -14.1% | +8.1% | -5.0% |
| 30D | -2.7% | -8.5% | +5.7% | -2.3% |
| 3M | -10.5% | -2.5% | -7.9% | -10.7% |
| 6M | -12.4% | +0.1% | -12.5% | -13.3% |
| YTD | +30.0% | -45.0% | +75.1% | +34.5% |
| 1Y | +27.8% | -58.1% | +85.9% | +34.9% |
| 3Y | -34.9% | -52.6% | +17.7% | -32.5% |
| 5Y | -35.9% | -79.3% | +43.4% | -36.2% |
| All | -42.5% | -53.2% | +10.6% | -39.3% |
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 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