+71.3%
HAL vs MNDY
-47.4%
+118.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.4% | +5.8% | -0.2% |
| 7D | +2.9% | -9.6% | +12.5% | +3.5% |
| 30D | +17.0% | -0.4% | +17.5% | +16.8% |
| 3M | -9.7% | +4.3% | -14.0% | -10.2% |
| 6M | +8.6% | +19.8% | -11.2% | +6.5% |
| YTD | +33.0% | -38.3% | +71.3% | +36.0% |
| 1Y | +68.3% | -50.1% | +118.4% | +74.4% |
| 3Y | +0.1% | -48.4% | +48.5% | +2.8% |
| 5Y | +102.6% | -76.0% | +178.7% | +106.6% |
| All | +71.3% | -47.4% | +118.7% | +83.6% |
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 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