+56.1%
HAL vs MNDY
-55.0%
+111.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.9% | +3.0% |
| 7D | +6.1% | -11.3% | +17.4% | +6.8% |
| 30D | +2.9% | -10.8% | +13.7% | +3.4% |
| 3M | +3.3% | -17.3% | +20.6% | +4.1% |
| 6M | -16.9% | +15.2% | -32.1% | -18.4% |
| YTD | +21.2% | -47.1% | +68.3% | +24.7% |
| 1Y | +27.5% | -51.4% | +79.0% | +32.0% |
| 3Y | -6.4% | -49.6% | +43.2% | -3.9% |
| 5Y | +58.0% | -78.6% | +136.6% | +60.7% |
| All | +56.1% | -55.0% | +111.1% | +68.4% |
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