-13.0%
EFX vs MNDY
-50.4%
+37.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -1.0% |
| 7D | -11.1% | -12.5% | +1.4% | -8.8% |
| 30D | -7.4% | -2.6% | -4.8% | -7.0% |
| 3M | +1.5% | +4.2% | -2.8% | +0.4% |
| 6M | -13.7% | +9.8% | -23.5% | -15.9% |
| YTD | -21.9% | -42.3% | +20.4% | -16.1% |
| 1Y | -30.8% | -54.5% | +23.8% | -23.2% |
| All | -13.0% | -50.4% | +37.4% | -13.8% |
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