+48.1%
IJH vs MNDY
-76.8%
+124.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.6% |
| 7D | -1.9% | -4.6% | +2.8% | -1.4% |
| 30D | -4.6% | +1.0% | -5.7% | -5.1% |
| 3M | -1.2% | +9.1% | -10.3% | -2.9% |
| 6M | +9.4% | +14.2% | -4.8% | +6.0% |
| YTD | +13.3% | -41.1% | +54.5% | +19.0% |
| 1Y | +13.4% | -54.7% | +68.1% | +22.7% |
| 3Y | +50.4% | -50.6% | +101.0% | +54.8% |
| All | +48.1% | -76.8% | +124.9% | +47.4% |
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