+103.6%
HAL vs MNDY
-77.7%
+181.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.0% | -7.9% | -3.2% |
| 7D | -3.3% | -12.5% | +9.2% | -2.4% |
| 30D | +7.2% | -2.6% | +9.8% | +7.2% |
| 3M | -8.8% | +4.2% | -13.0% | -9.5% |
| 6M | +3.0% | +9.8% | -6.8% | +1.3% |
| YTD | +29.4% | -42.3% | +71.7% | +33.4% |
| 1Y | +62.8% | -54.5% | +117.4% | +70.8% |
| 3Y | -6.4% | -50.3% | +43.8% | -3.6% |
| 5Y | +103.6% | -77.1% | +180.7% | +121.7% |
| All | +103.6% | -77.7% | +181.3% | +121.7% |
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