+145.2%
HLT vs MNDY
-49.8%
+195.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.2% |
| 7D | -1.6% | -4.6% | +3.0% | -1.1% |
| 30D | -5.0% | +1.0% | -6.1% | -5.4% |
| 3M | -10.4% | +9.1% | -19.5% | -11.9% |
| 6M | +3.2% | +14.2% | -11.0% | +0.2% |
| YTD | +6.7% | -41.1% | +47.9% | +11.7% |
| 1Y | +10.3% | -54.7% | +65.0% | +18.7% |
| 3Y | +99.3% | -50.6% | +149.9% | +104.4% |
| 5Y | +143.7% | -76.7% | +220.3% | +136.3% |
| All | +145.2% | -49.8% | +195.1% | +140.3% |
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