+74.9%
IBN vs MNDY
-51.7%
+126.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -8.1% | +5.6% | -2.0% |
| 7D | -2.2% | -13.3% | +11.1% | -1.3% |
| 30D | -2.3% | -10.2% | +7.9% | -1.8% |
| 3M | +15.9% | -0.1% | +16.0% | +15.5% |
| 6M | +5.6% | +6.3% | -0.7% | +4.4% |
| YTD | -0.1% | -43.3% | +43.2% | +2.8% |
| 1Y | -6.5% | -56.1% | +49.6% | -2.4% |
| 3Y | +29.3% | -51.1% | +80.4% | +29.7% |
| 5Y | +56.6% | -78.5% | +135.1% | +54.3% |
| All | +74.9% | -51.7% | +126.5% | +86.2% |
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 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