+228.7%
HL vs MNDY
-76.8%
+305.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.4% |
| 7D | -4.4% | -4.6% | +0.3% | -4.0% |
| 30D | +9.3% | +1.0% | +8.3% | +8.9% |
| 3M | +32.0% | +9.1% | +22.9% | +30.1% |
| 6M | -6.4% | +14.2% | -20.7% | -8.8% |
| YTD | +3.1% | -41.1% | +44.3% | +7.8% |
| 1Y | +77.6% | -54.7% | +132.3% | +90.1% |
| 3Y | +392.8% | -50.6% | +443.4% | +407.0% |
| All | +228.7% | -76.8% | +305.5% | +240.2% |
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