+54.5%
IONS vs MNDY
-78.9%
+133.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.8% | -0.8% |
| 7D | -8.7% | -14.1% | +5.5% | -7.0% |
| 30D | -1.6% | -8.5% | +6.9% | -0.9% |
| 3M | -24.9% | -2.5% | -22.3% | -25.2% |
| 6M | -25.7% | +0.1% | -25.7% | -26.9% |
| YTD | -29.2% | -45.0% | +15.8% | -24.8% |
| 1Y | -13.0% | -58.1% | +45.1% | -4.5% |
| 3Y | +35.9% | -52.6% | +88.6% | +38.2% |
| 5Y | +54.5% | -79.3% | +133.8% | +58.7% |
| All | +54.5% | -78.9% | +133.4% | +58.7% |
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