+100.9%
EQH vs MNDY
-49.8%
+150.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.2% |
| 7D | +0.7% | -4.6% | +5.4% | +1.3% |
| 30D | +2.8% | +1.0% | +1.8% | +2.4% |
| 3M | +23.1% | +9.1% | +14.0% | +20.9% |
| 6M | +41.4% | +14.2% | +27.2% | +37.0% |
| YTD | +14.3% | -41.1% | +55.4% | +19.8% |
| 1Y | +1.6% | -54.7% | +56.3% | +9.8% |
| 3Y | +102.7% | -50.6% | +153.3% | +111.1% |
| 5Y | +104.5% | -76.7% | +181.2% | +100.1% |
| All | +100.9% | -49.8% | +150.7% | +106.5% |
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 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