+67.2%
ED vs MNDY
-47.4%
+114.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.4% | +5.1% | -1.5% |
| 7D | -0.2% | -9.6% | +9.4% | -0.4% |
| 30D | -0.1% | -0.4% | +0.3% | -0.1% |
| 3M | +3.9% | +4.3% | -0.4% | +4.1% |
| 6M | -3.0% | +19.8% | -22.8% | -2.5% |
| YTD | +10.7% | -38.3% | +49.0% | +10.3% |
| 1Y | +13.3% | -50.1% | +63.4% | +12.7% |
| 3Y | +34.5% | -48.4% | +82.9% | +33.9% |
| 5Y | +67.1% | -76.0% | +143.2% | +63.8% |
| All | +67.2% | -47.4% | +114.6% | +72.4% |
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