+37.5%
F vs MNDY
-52.1%
+89.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -8.1% | +3.9% | -3.8% |
| 7D | +1.2% | -13.3% | +14.5% | +1.9% |
| 30D | +1.2% | -10.2% | +11.4% | +1.7% |
| 3M | -5.7% | -0.1% | -5.5% | -5.9% |
| 6M | +17.9% | +6.3% | +11.6% | +16.9% |
| YTD | +10.4% | -43.3% | +53.7% | +14.8% |
| 1Y | +25.3% | -56.1% | +81.5% | +32.7% |
| 3Y | +37.5% | -51.1% | +88.6% | +44.2% |
| All | +37.5% | -52.1% | +89.6% | +44.2% |
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 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