-9.0%
HUM vs MNDY
-49.4%
+40.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.3% | +2.1% |
| 7D | +2.1% | -4.6% | +6.7% | +2.3% |
| 30D | +5.4% | +1.0% | +4.4% | +5.1% |
| 3M | +11.4% | +9.1% | +2.3% | +10.3% |
| 6M | +141.5% | +14.2% | +127.3% | +137.4% |
| YTD | +61.2% | -41.1% | +102.3% | +65.8% |
| 1Y | +49.2% | -54.7% | +103.9% | +55.8% |
| 3Y | -9.0% | -50.6% | +41.5% | -4.6% |
| All | -9.0% | -49.4% | +40.4% | -4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling