+16.6%
EMR vs MNDY
-50.1%
+66.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.4% | +8.2% | +1.6% |
| 7D | -1.5% | -9.6% | +8.1% | -1.7% |
| 30D | -5.6% | -0.4% | -5.2% | -5.6% |
| 3M | +7.9% | +4.3% | +3.6% | +8.5% |
| 6M | +6.0% | +19.8% | -13.8% | +7.3% |
| YTD | +16.4% | -38.3% | +54.7% | +20.0% |
| 1Y | +16.6% | -50.1% | +66.7% | +22.2% |
| All | +16.6% | -50.1% | +66.7% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling