+4.8%
INDA vs MNDY
-77.7%
+82.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.2% | -1.4% |
| 7D | -3.6% | -12.5% | +8.9% | -3.0% |
| 30D | -4.0% | -2.6% | -1.3% | -3.9% |
| 3M | +1.7% | +4.2% | -2.5% | +1.2% |
| 6M | -3.6% | +9.8% | -13.4% | -4.7% |
| YTD | -11.0% | -42.3% | +31.3% | -9.0% |
| 1Y | -9.5% | -54.5% | +45.0% | -6.4% |
| 3Y | +7.6% | -50.3% | +57.9% | +8.1% |
| 5Y | +4.8% | -77.1% | +81.9% | +4.4% |
| All | +4.8% | -77.7% | +82.4% | +4.4% |
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