+130.1%
HL vs MNDY
-53.2%
+183.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.2% |
| 7D | +0.4% | -14.1% | +14.5% | +1.6% |
| 30D | +18.8% | -8.5% | +27.3% | +19.5% |
| 3M | +43.7% | -2.5% | +46.3% | +43.3% |
| 6M | -1.0% | +0.1% | -1.1% | -2.0% |
| YTD | +8.7% | -45.0% | +53.8% | +13.6% |
| 1Y | +105.0% | -58.1% | +163.1% | +118.7% |
| 3Y | +427.3% | -52.6% | +479.9% | +444.1% |
| 5Y | +249.3% | -79.3% | +328.6% | +245.2% |
| All | +130.1% | -53.2% | +183.2% | +151.5% |
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