+73.0%
EMR vs MNDY
-51.7%
+124.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.1% | +7.7% | +0.2% |
| 7D | +3.1% | -13.3% | +16.4% | +4.1% |
| 30D | -3.5% | -10.2% | +6.6% | -2.9% |
| 3M | +9.8% | -0.1% | +9.9% | +9.3% |
| 6M | +10.8% | +6.3% | +4.5% | +9.2% |
| YTD | +15.9% | -43.3% | +59.2% | +20.2% |
| 1Y | +16.4% | -56.1% | +72.6% | +23.2% |
| 3Y | +62.1% | -51.1% | +113.2% | +68.5% |
| 5Y | +62.9% | -78.5% | +141.4% | +60.1% |
| All | +73.0% | -51.7% | +124.6% | +87.3% |
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