+536.9%
EME vs MNDY
-49.8%
+586.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.0% | +2.4% | +4.2% |
| 7D | +3.5% | -4.6% | +8.2% | +3.8% |
| 30D | -6.3% | +1.0% | -7.4% | -6.7% |
| 3M | -3.8% | +9.1% | -12.9% | -5.1% |
| 6M | +8.5% | +14.2% | -5.7% | +5.9% |
| YTD | +27.8% | -41.1% | +69.0% | +32.6% |
| 1Y | +22.2% | -54.7% | +76.9% | +29.8% |
| 3Y | +253.5% | -50.6% | +304.0% | +270.3% |
| 5Y | +578.6% | -76.7% | +655.3% | +578.2% |
| All | +536.9% | -49.8% | +586.8% | +586.1% |
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