+10.6%
IOT vs MNDY
-51.7%
+62.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.4% | +0.7% | +2.6% |
| 7D | -0.5% | -1.0% | +0.6% | 0.0% |
| 30D | +1.0% | +17.1% | -16.1% | -6.0% |
| 3M | +10.9% | +3.2% | +7.7% | +8.0% |
| 6M | +39.9% | +25.2% | +14.7% | +25.0% |
| YTD | +20.8% | -34.4% | +55.2% | +18.1% |
| 1Y | +10.6% | -49.8% | +60.3% | +11.4% |
| All | +10.6% | -51.7% | +62.2% | +11.4% |
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