+1,872.5%
FIX vs MNDY
-47.4%
+1,919.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.4% | +8.3% | +2.6% |
| 7D | +6.0% | -9.6% | +15.6% | +7.1% |
| 30D | -7.2% | -0.4% | -6.8% | -7.6% |
| 3M | -15.9% | +4.3% | -20.2% | -17.0% |
| 6M | +12.7% | +19.8% | -7.0% | +8.0% |
| YTD | +72.8% | -38.3% | +111.1% | +80.4% |
| 1Y | +122.9% | -50.1% | +173.0% | +138.8% |
| 3Y | +774.3% | -48.4% | +822.7% | +825.0% |
| 5Y | +2,049.5% | -76.0% | +2,125.5% | +2,066.9% |
| All | +1,872.5% | -47.4% | +1,919.9% | +2,017.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling