+310.1%
HPE vs MNDY
-50.8%
+360.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +5.0% | -11.3% | -6.8% |
| 7D | +1.4% | -12.5% | +13.9% | +2.8% |
| 30D | +1.5% | -2.6% | +4.2% | +1.5% |
| 3M | +21.7% | +4.2% | +17.5% | +20.1% |
| 6M | +164.2% | +9.8% | +154.4% | +157.5% |
| YTD | +132.1% | -42.3% | +174.3% | +143.0% |
| 1Y | +130.6% | -54.5% | +185.2% | +147.8% |
| 3Y | +244.1% | -50.3% | +294.4% | +264.9% |
| 5Y | +340.8% | -77.1% | +417.9% | +340.8% |
| All | +310.1% | -50.8% | +360.9% | +334.9% |
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