+109.8%
GD vs MNDY
-47.4%
+157.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.4% | +4.7% | -1.6% |
| 7D | -5.3% | -9.6% | +4.3% | -5.0% |
| 30D | -6.4% | -0.4% | -6.0% | -6.5% |
| 3M | +5.7% | +4.3% | +1.4% | +5.5% |
| 6M | -0.9% | +19.8% | -20.7% | -1.6% |
| YTD | +8.2% | -38.3% | +46.4% | +8.9% |
| 1Y | +13.4% | -50.1% | +63.5% | +14.8% |
| 3Y | +68.5% | -48.4% | +116.9% | +69.8% |
| 5Y | +97.2% | -76.0% | +173.2% | +92.4% |
| All | +109.8% | -47.4% | +157.2% | +126.2% |
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