+68.6%
ESI vs MNDY
-77.7%
+146.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.0% | -9.5% | -5.1% |
| 7D | -2.3% | -12.5% | +10.2% | -0.8% |
| 30D | -9.0% | -2.6% | -6.4% | -9.1% |
| 3M | -13.3% | +4.2% | -17.5% | -14.7% |
| 6M | +5.3% | +9.8% | -4.5% | +1.8% |
| YTD | +37.6% | -42.3% | +79.9% | +45.8% |
| 1Y | +33.6% | -54.5% | +88.1% | +46.2% |
| 3Y | +75.8% | -50.3% | +126.0% | +82.7% |
| 5Y | +68.6% | -77.1% | +145.7% | +69.0% |
| All | +68.6% | -77.7% | +146.3% | +69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling