-23.2%
FDS vs MNDY
-78.9%
+55.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -2.9% |
| 7D | -8.8% | -14.1% | +5.3% | -6.7% |
| 30D | -1.4% | -8.5% | +7.1% | -0.1% |
| 3M | +13.9% | -2.5% | +16.4% | +14.2% |
| 6M | +27.4% | +0.1% | +27.3% | +27.0% |
| YTD | -2.5% | -45.0% | +42.6% | +3.2% |
| 1Y | -23.8% | -58.1% | +34.3% | -17.6% |
| 3Y | -32.5% | -52.6% | +20.1% | -30.6% |
| 5Y | -23.2% | -79.3% | +56.1% | -23.8% |
| All | -23.2% | -78.9% | +55.7% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling