+31.9%
F vs MNDY
-47.4%
+79.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.4% | +7.9% | +2.2% |
| 7D | +5.3% | -9.6% | +14.9% | +6.5% |
| 30D | +4.6% | -0.4% | +5.0% | +4.3% |
| 3M | -3.7% | +4.3% | -8.0% | -4.7% |
| 6M | +16.8% | +19.8% | -3.0% | +12.6% |
| YTD | +15.3% | -38.3% | +53.6% | +20.3% |
| 1Y | +31.0% | -50.1% | +81.1% | +39.9% |
| 3Y | +45.4% | -48.4% | +93.9% | +46.7% |
| 5Y | +54.7% | -76.0% | +130.7% | +43.5% |
| All | +31.9% | -47.4% | +79.3% | +23.2% |
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 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