+12.2%
IOT vs MNDY
-50.1%
+62.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.4% | +10.2% | +6.6% |
| 7D | -2.3% | -9.6% | +7.2% | +2.0% |
| 30D | +3.8% | -0.4% | +4.2% | +3.5% |
| 3M | +14.2% | +4.3% | +9.9% | +10.6% |
| 6M | +40.1% | +19.8% | +20.3% | +27.2% |
| YTD | +13.4% | -38.3% | +51.7% | +22.6% |
| 1Y | +12.2% | -50.1% | +62.2% | +28.9% |
| All | +12.2% | -50.1% | +62.3% | +28.9% |
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