+283.2%
HBM vs MNDY
-50.8%
+334.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +5.0% | -12.5% | -8.1% |
| 7D | -3.7% | -12.5% | +8.8% | -2.4% |
| 30D | -3.7% | -2.6% | -1.0% | -3.8% |
| 3M | +8.0% | +4.2% | +3.8% | +6.4% |
| 6M | +15.8% | +9.8% | +6.0% | +12.4% |
| YTD | +34.4% | -42.3% | +76.7% | +41.7% |
| 1Y | +98.2% | -54.5% | +152.7% | +115.1% |
| 3Y | +476.6% | -50.3% | +526.8% | +506.1% |
| 5Y | +331.1% | -77.1% | +408.2% | +334.5% |
| All | +283.2% | -50.8% | +334.0% | +339.1% |
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