-35.8%
EFX vs MNDY
-76.8%
+41.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.2% |
| 7D | -4.5% | -4.6% | +0.1% | -3.7% |
| 30D | -6.1% | +1.0% | -7.1% | -6.4% |
| 3M | +6.2% | +9.1% | -2.9% | +4.3% |
| 6M | -11.2% | +14.2% | -25.4% | -14.2% |
| YTD | -21.4% | -41.1% | +19.7% | -15.5% |
| 1Y | -34.3% | -54.7% | +20.4% | -26.6% |
| 3Y | -12.5% | -50.6% | +38.0% | -8.8% |
| All | -35.8% | -76.8% | +41.1% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling