+57.7%
EXC vs MNDY
-47.4%
+105.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.4% | +5.4% | -1.0% |
| 7D | +0.3% | -9.6% | +9.9% | +0.3% |
| 30D | -3.7% | -0.4% | -3.3% | -3.7% |
| 3M | -1.3% | +4.3% | -5.6% | -1.3% |
| 6M | -9.7% | +19.8% | -29.5% | -9.8% |
| YTD | +2.9% | -38.3% | +41.2% | +3.0% |
| 1Y | +4.4% | -50.1% | +54.5% | +4.6% |
| 3Y | +22.2% | -48.4% | +70.6% | +21.6% |
| 5Y | +46.7% | -76.0% | +122.7% | +43.2% |
| All | +57.7% | -47.4% | +105.1% | +61.2% |
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