+52.0%
IONS vs MNDY
-47.4%
+99.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.4% | +6.4% | +0.7% |
| 7D | -4.8% | -9.6% | +4.7% | -3.8% |
| 30D | +7.2% | -0.4% | +7.6% | +6.9% |
| 3M | -22.7% | +4.3% | -27.0% | -23.6% |
| 6M | -26.9% | +19.8% | -46.7% | -29.5% |
| YTD | -26.6% | -38.3% | +11.7% | -23.4% |
| 1Y | -2.1% | -50.1% | +48.0% | +4.4% |
| 3Y | +43.4% | -48.4% | +91.9% | +44.9% |
| 5Y | +47.0% | -76.0% | +123.0% | +44.3% |
| All | +52.0% | -47.4% | +99.4% | +45.7% |
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 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