+47.7%
FE vs MNDY
-52.1%
+99.8%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.1% | +7.4% | -0.8% |
| 7D | +0.6% | -13.3% | +13.9% | +0.4% |
| 30D | -2.1% | -10.2% | +8.0% | -2.3% |
| 3M | +2.6% | -0.1% | +2.7% | +2.7% |
| 6M | -6.8% | +6.3% | -13.1% | -6.5% |
| YTD | +6.9% | -43.3% | +50.2% | +6.4% |
| 1Y | +11.6% | -56.1% | +67.7% | +10.8% |
| 3Y | +47.7% | -51.1% | +98.8% | +40.9% |
| All | +47.7% | -52.1% | +99.8% | +40.9% |
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