+55.4%
IOT vs MNDY
-67.6%
+123.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -1.1% |
| 7D | -4.5% | -4.6% | +0.1% | -2.7% |
| 30D | -2.4% | +1.0% | -3.5% | -3.8% |
| 3M | +19.0% | +9.1% | +9.8% | +12.9% |
| 6M | +19.6% | +14.2% | +5.4% | +10.7% |
| YTD | +8.3% | -41.1% | +49.4% | +32.6% |
| 1Y | -0.8% | -54.7% | +53.9% | +35.5% |
| 3Y | +24.4% | -50.6% | +75.0% | +40.8% |
| All | +55.4% | -67.6% | +123.0% | +97.7% |
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