+1,046.7%
FIX vs MNDY
-79.2%
+1,125.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -9.1% | +18.5% | +10.4% |
| 7D | -7.2% | -16.1% | +8.9% | -5.7% |
| 30D | -35.1% | -10.2% | -25.0% | -34.8% |
| 3M | -34.3% | -14.2% | -20.1% | -34.1% |
| 6M | -42.9% | +10.9% | -53.8% | -45.7% |
| YTD | +19.5% | -45.8% | +65.3% | +26.1% |
| 1Y | +16.8% | -57.8% | +74.6% | +28.6% |
| 3Y | +506.7% | -41.0% | +547.7% | +525.5% |
| 5Y | +1,046.7% | -82.0% | +1,128.7% | +1,133.7% |
| All | +1,046.7% | -79.2% | +1,125.9% | +1,133.7% |
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