+53.5%
F vs MNDY
-44.7%
+98.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.1% | +9.7% | +1.2% |
| 7D | -0.6% | -16.1% | +15.5% | +0.4% |
| 30D | +2.9% | -10.2% | +13.0% | +3.4% |
| 3M | -9.5% | -14.2% | +4.7% | -9.0% |
| 6M | +4.0% | +10.9% | -6.9% | +2.6% |
| YTD | -1.3% | -45.8% | +44.6% | +3.0% |
| 1Y | -1.9% | -57.8% | +55.9% | +4.5% |
| 3Y | +53.5% | -41.0% | +94.5% | +53.2% |
| All | +53.5% | -44.7% | +98.2% | +53.2% |
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