+21.1%
GEN vs MNDY
-78.7%
+99.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.2% |
| 7D | -2.9% | -14.1% | +11.2% | -1.0% |
| 30D | +2.1% | -8.5% | +10.5% | +3.1% |
| 3M | +19.7% | -2.5% | +22.3% | +19.7% |
| 6M | +33.3% | +0.1% | +33.2% | +32.3% |
| YTD | +11.1% | -45.0% | +56.1% | +17.3% |
| 1Y | +3.0% | -58.1% | +61.1% | +11.6% |
| 3Y | +57.9% | -52.6% | +110.5% | +64.0% |
| All | +21.1% | -78.7% | +99.9% | +24.2% |
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 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