-25.7%
GIS vs MNDY
-76.8%
+51.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.3% |
| 7D | -6.4% | -4.6% | -1.7% | -6.4% |
| 30D | -6.1% | +1.0% | -7.1% | -6.1% |
| 3M | +7.8% | +9.1% | -1.3% | +8.0% |
| 6M | -8.8% | +14.2% | -23.0% | -8.4% |
| YTD | -19.1% | -41.1% | +22.0% | -19.8% |
| 1Y | -24.8% | -54.7% | +30.0% | -25.7% |
| 3Y | -37.6% | -50.6% | +13.0% | -37.8% |
| All | -25.7% | -76.8% | +51.2% | -27.3% |
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 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