+124.5%
EXE vs MNDY
-51.7%
+176.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -8.1% | +8.4% | +0.8% |
| 7D | -1.8% | -13.3% | +11.5% | -0.9% |
| 30D | +6.4% | -10.2% | +16.6% | +7.0% |
| 3M | +9.2% | -0.1% | +9.4% | +8.8% |
| 6M | -7.0% | +6.3% | -13.3% | -8.1% |
| YTD | -9.5% | -43.3% | +33.8% | -6.8% |
| 1Y | +6.2% | -56.1% | +62.3% | +10.8% |
| 3Y | +20.7% | -51.1% | +71.9% | +23.3% |
| 5Y | +103.6% | -78.5% | +182.1% | +105.3% |
| All | +124.5% | -51.7% | +176.2% | +152.1% |
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