+16.3%
INDA vs MNDY
-51.7%
+68.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.1% | +6.5% | -1.3% |
| 7D | -1.0% | -13.3% | +12.3% | -0.4% |
| 30D | -2.5% | -10.2% | +7.6% | -2.2% |
| 3M | +4.0% | -0.1% | +4.1% | +3.7% |
| 6M | -1.8% | +6.3% | -8.1% | -2.6% |
| YTD | -9.2% | -43.3% | +34.1% | -7.3% |
| 1Y | -7.2% | -56.1% | +48.9% | -4.3% |
| 3Y | +9.8% | -51.1% | +61.0% | +10.5% |
| 5Y | +7.5% | -78.5% | +86.0% | +5.9% |
| All | +16.3% | -51.7% | +68.0% | +19.3% |
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