+134.1%
HIG vs MNDY
-50.8%
+185.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.8% | 0.0% |
| 7D | -2.3% | -12.5% | +10.2% | -1.8% |
| 30D | -1.2% | -2.6% | +1.4% | -1.2% |
| 3M | +6.3% | +4.2% | +2.1% | +5.9% |
| 6M | +0.6% | +9.8% | -9.2% | -0.2% |
| YTD | +0.6% | -42.3% | +42.9% | +2.3% |
| 1Y | +6.1% | -54.5% | +60.6% | +8.7% |
| 3Y | +102.0% | -50.3% | +152.2% | +103.8% |
| 5Y | +119.2% | -77.1% | +196.3% | +113.9% |
| All | +134.1% | -50.8% | +185.0% | +147.4% |
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