+686.6%
FTI vs MNDY
-53.2%
+739.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.2% |
| 7D | -2.3% | -14.1% | +11.8% | -1.3% |
| 30D | +5.0% | -8.5% | +13.5% | +5.5% |
| 3M | +13.8% | -2.5% | +16.4% | +13.5% |
| 6M | +22.9% | +0.1% | +22.8% | +21.6% |
| YTD | +75.0% | -45.0% | +120.0% | +81.5% |
| 1Y | +96.9% | -58.1% | +155.0% | +108.7% |
| 3Y | +276.7% | -52.6% | +329.4% | +292.5% |
| 5Y | +1,157.0% | -79.3% | +1,236.3% | +1,195.2% |
| All | +686.6% | -53.2% | +739.7% | +782.5% |
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