+248.2%
FN vs MNDY
-49.2%
+297.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -6.3% | +18.0% | +12.5% |
| 7D | 0.0% | -8.0% | +8.0% | +0.9% |
| 30D | -34.3% | +5.3% | -39.6% | -35.2% |
| 3M | -39.9% | +0.4% | -40.3% | -40.9% |
| 6M | -51.8% | +18.9% | -70.7% | -54.7% |
| YTD | -28.1% | -40.4% | +12.3% | -24.6% |
| 1Y | -29.1% | -51.4% | +22.3% | -23.1% |
| 3Y | +102.4% | -32.3% | +134.8% | +104.7% |
| 5Y | +171.7% | -74.9% | +246.6% | +172.7% |
| All | +248.2% | -49.2% | +297.4% | +234.8% |
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 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