+73.9%
HST vs MNDY
-78.9%
+152.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +0.2% |
| 7D | -0.3% | -14.1% | +13.8% | +1.5% |
| 30D | -2.8% | -8.5% | +5.7% | -2.0% |
| 3M | -6.5% | -2.5% | -3.9% | -6.8% |
| 6M | +20.7% | +0.1% | +20.7% | +18.9% |
| YTD | +30.5% | -45.0% | +75.5% | +38.3% |
| 1Y | +36.8% | -58.1% | +94.9% | +49.7% |
| 3Y | +65.9% | -52.6% | +118.5% | +70.6% |
| 5Y | +73.9% | -79.3% | +153.2% | +76.0% |
| All | +73.9% | -78.9% | +152.8% | +76.0% |
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