-26.0%
FDS vs MNDY
-55.6%
+29.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +5.0% | -10.8% | -7.6% |
| 7D | -16.0% | -12.5% | -3.5% | -11.9% |
| 30D | -6.7% | -2.6% | -4.1% | -6.2% |
| 3M | +6.0% | +4.2% | +1.7% | +3.3% |
| 6M | +25.1% | +9.8% | +15.3% | +18.8% |
| YTD | -8.1% | -42.3% | +34.1% | -9.3% |
| 1Y | -26.0% | -54.5% | +28.5% | -28.0% |
| All | -26.0% | -55.6% | +29.5% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling