+3.0%
GEN vs MNDY
-55.0%
+58.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.0% | -4.3% | -0.5% |
| 7D | -4.3% | -12.5% | +8.2% | -1.2% |
| 30D | +3.8% | -2.6% | +6.4% | +4.2% |
| 3M | +22.3% | +4.2% | +18.0% | +19.9% |
| 6M | +39.0% | +9.8% | +29.2% | +33.2% |
| YTD | +11.9% | -42.3% | +54.2% | +16.5% |
| All | +3.0% | -55.0% | +58.1% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling