+53.9%
GD vs MNDY
-34.0%
+87.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.4% |
| 7D | -5.0% | -8.0% | +3.0% | -4.7% |
| 30D | +8.9% | +5.3% | +3.6% | +8.6% |
| 3M | -8.0% | +0.4% | -8.5% | -8.3% |
| 6M | +2.9% | +18.9% | -16.0% | +1.8% |
| YTD | +7.1% | -40.4% | +47.5% | +8.4% |
| 1Y | +5.9% | -51.4% | +57.4% | +8.1% |
| 3Y | +53.9% | -32.3% | +86.2% | +54.6% |
| All | +53.9% | -34.0% | +87.9% | +54.6% |
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 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