+333.6%
FN vs MNDY
-47.4%
+381.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.4% | +9.6% | +4.0% |
| 7D | -1.7% | -9.6% | +7.9% | -0.3% |
| 30D | -22.0% | -0.4% | -21.6% | -22.4% |
| 3M | -43.0% | +4.3% | -47.3% | -44.1% |
| 6M | -27.7% | +19.8% | -47.5% | -31.8% |
| YTD | -10.5% | -38.3% | +27.8% | -5.6% |
| 1Y | +12.5% | -50.1% | +62.6% | +22.4% |
| 3Y | +153.8% | -48.4% | +202.2% | +169.1% |
| 5Y | +288.0% | -76.0% | +364.0% | +293.3% |
| All | +333.6% | -47.4% | +381.0% | +319.1% |
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