-2.7%
GFS vs MNDY
-78.7%
+76.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.1% | +7.9% | +1.5% |
| 7D | +2.6% | -13.3% | +15.9% | +5.6% |
| 30D | -16.4% | -10.2% | -6.2% | -15.0% |
| 3M | -41.6% | -0.1% | -41.5% | -42.8% |
| 6M | -3.7% | +6.3% | -10.0% | -8.8% |
| YTD | +29.3% | -43.3% | +72.6% | +41.9% |
| 1Y | +37.1% | -56.1% | +93.2% | +59.7% |
| 3Y | -22.1% | -51.1% | +29.0% | -18.7% |
| All | -2.7% | -78.7% | +76.1% | -0.6% |
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