+162.0%
EQT vs MNDY
-50.8%
+212.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.0% | -4.4% | +0.3% |
| 7D | -1.2% | -12.5% | +11.3% | -0.4% |
| 30D | +1.1% | -2.6% | +3.7% | +1.1% |
| 3M | +4.8% | +4.2% | +0.5% | +4.1% |
| 6M | -10.6% | +9.8% | -20.3% | -11.8% |
| YTD | +3.4% | -42.3% | +45.7% | +6.4% |
| 1Y | +8.7% | -54.5% | +63.2% | +13.2% |
| 3Y | +35.0% | -50.3% | +85.2% | +38.1% |
| 5Y | +204.2% | -77.1% | +281.4% | +207.6% |
| All | +162.0% | -50.8% | +212.8% | +190.2% |
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 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