+61.1%
EXPE vs MNDY
-53.2%
+114.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.1% |
| 7D | -11.5% | -14.1% | +2.6% | -8.7% |
| 30D | -13.1% | -8.5% | -4.6% | -11.8% |
| 3M | +18.1% | -2.5% | +20.7% | +18.1% |
| 6M | +13.3% | +0.1% | +13.2% | +11.4% |
| YTD | -3.2% | -45.0% | +41.8% | +6.4% |
| 1Y | +26.1% | -58.1% | +84.3% | +45.2% |
| 3Y | +151.7% | -52.6% | +204.3% | +166.5% |
| 5Y | +88.3% | -79.3% | +167.6% | +91.4% |
| All | +61.1% | -53.2% | +114.2% | +64.1% |
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