+37.3%
IONS vs MNDY
-51.3%
+88.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -8.1% | +5.7% | -1.9% |
| 7D | -5.3% | -13.3% | +8.0% | -4.5% |
| 30D | +0.3% | -10.2% | +10.4% | +0.8% |
| 3M | -22.9% | -0.1% | -22.8% | -23.2% |
| 6M | -23.4% | +6.3% | -29.7% | -24.3% |
| YTD | -28.3% | -43.3% | +15.0% | -25.3% |
| 1Y | -7.0% | -56.1% | +49.1% | -1.1% |
| All | +37.3% | -51.3% | +88.6% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling