+54.9%
IBN vs MNDY
-77.7%
+132.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -1.0% |
| 7D | -5.5% | -12.5% | +7.0% | -4.6% |
| 30D | -3.4% | -2.6% | -0.8% | -3.4% |
| 3M | +8.7% | +4.2% | +4.4% | +7.9% |
| 6M | +3.7% | +9.8% | -6.0% | +2.1% |
| YTD | -2.4% | -42.3% | +39.9% | +0.7% |
| 1Y | -8.1% | -54.5% | +46.5% | -3.7% |
| 3Y | +26.3% | -50.3% | +76.6% | +26.3% |
| 5Y | +54.9% | -77.1% | +132.0% | +57.2% |
| All | +54.9% | -77.7% | +132.6% | +57.2% |
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