-24.6%
IP vs MNDY
-53.8%
+29.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -9.1% | +12.0% | +3.5% |
| 7D | -3.0% | -16.1% | +13.1% | -1.9% |
| 30D | +10.6% | -10.2% | +20.8% | +11.3% |
| 3M | -13.6% | -14.2% | +0.6% | -13.0% |
| 6M | +10.4% | +10.9% | -0.5% | +8.9% |
| YTD | -6.5% | -45.8% | +39.3% | -3.7% |
| 1Y | -2.1% | -57.8% | +55.7% | +2.4% |
| 3Y | +22.0% | -41.0% | +63.0% | +23.4% |
| 5Y | -9.7% | -82.0% | +72.3% | -14.1% |
| All | -24.6% | -53.8% | +29.3% | -20.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling