+102.4%
FN vs MNDY
-34.0%
+136.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -6.3% | +18.0% | +12.3% |
| 7D | 0.0% | -8.0% | +8.0% | +0.7% |
| 30D | -34.3% | +5.3% | -39.6% | -35.1% |
| 3M | -39.9% | +0.4% | -40.3% | -40.9% |
| 6M | -51.8% | +18.9% | -70.7% | -55.0% |
| YTD | -28.1% | -40.4% | +12.3% | -21.3% |
| 1Y | -29.1% | -51.4% | +22.3% | -18.4% |
| 3Y | +102.4% | -32.3% | +134.8% | +95.9% |
| All | +102.4% | -34.0% | +136.5% | +95.9% |
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