+20.3%
EXE vs MNDY
-52.8%
+73.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.4% |
| 7D | -2.7% | -14.1% | +11.4% | -1.7% |
| 30D | -0.4% | -8.5% | +8.1% | +0.1% |
| 3M | +9.5% | -2.5% | +12.0% | +9.2% |
| 6M | -9.3% | +0.1% | -9.4% | -10.1% |
| YTD | -10.9% | -45.0% | +34.1% | -7.5% |
| 1Y | +4.3% | -58.1% | +62.4% | +10.3% |
| All | +20.3% | -52.8% | +73.0% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling