-27.3%
GIS vs MNDY
-53.2%
+25.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.6% |
| 7D | -8.6% | -14.1% | +5.5% | -8.8% |
| 30D | -0.5% | -8.5% | +8.0% | -0.5% |
| 3M | +11.9% | -2.5% | +14.4% | +11.9% |
| 6M | -11.6% | +0.1% | -11.7% | -11.4% |
| YTD | -16.3% | -45.0% | +28.7% | -17.1% |
| 1Y | -21.8% | -58.1% | +36.4% | -22.9% |
| 3Y | -35.7% | -52.6% | +17.0% | -35.9% |
| 5Y | -22.9% | -79.3% | +56.4% | -24.6% |
| All | -27.3% | -53.2% | +25.8% | -24.9% |
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