+14.4%
FIX vs MNDY
-51.7%
+66.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +3.4% | -18.5% | -14.3% |
| 7D | -18.9% | -1.0% | -17.9% | -18.9% |
| 30D | -36.3% | +17.1% | -53.4% | -33.7% |
| 3M | -38.5% | +3.2% | -41.7% | -36.8% |
| 6M | -42.3% | +25.2% | -67.5% | -37.5% |
| YTD | +17.1% | -34.4% | +51.5% | +23.5% |
| 1Y | +14.4% | -49.8% | +64.2% | +18.8% |
| All | +14.4% | -51.7% | +66.1% | +18.8% |
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 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