-13.0%
IONS vs MNDY
-55.6%
+42.5%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -0.7% |
| 7D | -4.3% | -12.5% | +8.2% | -4.2% |
| 30D | +0.4% | -2.6% | +3.0% | +0.3% |
| 3M | -24.1% | +4.2% | -28.3% | -24.3% |
| 6M | -26.4% | +9.8% | -36.2% | -26.4% |
| YTD | -29.7% | -42.3% | +12.6% | -25.4% |
| 1Y | -13.0% | -54.5% | +41.5% | -4.8% |
| All | -13.0% | -55.6% | +42.5% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling