+100.5%
GD vs MNDY
-78.9%
+179.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.1% |
| 7D | +2.7% | -11.3% | +13.9% | +3.0% |
| 30D | +8.6% | -10.8% | +19.4% | +8.9% |
| 3M | -7.1% | -17.3% | +10.2% | -6.7% |
| 6M | +7.5% | +15.2% | -7.8% | +6.6% |
| YTD | +9.9% | -47.1% | +57.1% | +11.4% |
| 1Y | +7.6% | -51.4% | +59.0% | +9.3% |
| 3Y | +56.2% | -49.6% | +105.8% | +57.5% |
| All | +100.5% | -78.9% | +179.4% | +95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling