+361.1%
HPE vs MNDY
-49.8%
+410.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +2.0% | +10.5% | +12.2% |
| 7D | +19.4% | -4.6% | +24.0% | +19.9% |
| 30D | +5.6% | +1.0% | +4.6% | +5.1% |
| 3M | +33.1% | +9.1% | +23.9% | +30.6% |
| 6M | +192.5% | +14.2% | +178.2% | +183.9% |
| YTD | +160.9% | -41.1% | +202.1% | +172.7% |
| 1Y | +155.0% | -54.7% | +209.7% | +174.2% |
| 3Y | +289.4% | -50.6% | +340.0% | +312.9% |
| 5Y | +395.7% | -76.7% | +472.3% | +394.6% |
| All | +361.1% | -49.8% | +410.9% | +388.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling