+15.9%
GEN vs MNDY
-51.7%
+67.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -8.1% | +5.4% | -1.7% |
| 7D | -0.7% | -13.3% | +12.6% | +1.0% |
| 30D | +2.6% | -10.2% | +12.8% | +3.9% |
| 3M | +15.8% | -0.1% | +15.9% | +15.5% |
| 6M | +33.1% | +6.3% | +26.8% | +31.4% |
| YTD | +11.3% | -43.3% | +54.6% | +16.6% |
| 1Y | +1.7% | -56.1% | +57.8% | +8.9% |
| 3Y | +58.1% | -51.1% | +109.3% | +63.5% |
| 5Y | +20.6% | -78.5% | +99.1% | +23.1% |
| All | +15.9% | -51.7% | +67.6% | +19.1% |
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