+6.2%
HD vs MNDY
-78.9%
+85.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.0% | -0.7% |
| 7D | -1.8% | -14.1% | +12.3% | -0.2% |
| 30D | -10.8% | -8.5% | -2.4% | -10.2% |
| 3M | -2.7% | -2.5% | -0.1% | -2.9% |
| 6M | -10.3% | +0.1% | -10.3% | -11.4% |
| YTD | -7.8% | -45.0% | +37.2% | -2.9% |
| 1Y | -23.1% | -58.1% | +35.0% | -16.8% |
| 3Y | +2.0% | -52.6% | +54.6% | +4.3% |
| 5Y | +6.2% | -79.3% | +85.5% | +7.2% |
| All | +6.2% | -78.9% | +85.1% | +7.2% |
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