+133.4%
FHN vs MNDY
-50.4%
+183.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.0% | -4.3% | +0.1% |
| 7D | -0.8% | -12.5% | +11.7% | +0.9% |
| 30D | -2.6% | -2.6% | 0.0% | -2.7% |
| 3M | +0.8% | +4.2% | -3.4% | -0.5% |
| 6M | +9.2% | +9.8% | -0.5% | +6.0% |
| YTD | +5.1% | -42.3% | +47.4% | +12.7% |
| 1Y | +12.2% | -54.5% | +66.7% | +25.0% |
| All | +133.4% | -50.4% | +183.8% | +144.3% |
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