+19.5%
IP vs MNDY
-50.7%
+70.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.0% |
| 7D | -0.9% | -17.9% | +17.0% | +0.7% |
| 30D | +6.7% | -9.0% | +15.7% | +7.3% |
| 3M | -16.6% | -10.4% | -6.2% | -16.3% |
| 6M | +6.0% | +7.0% | -1.0% | +4.4% |
| YTD | -10.7% | -47.8% | +37.1% | -6.5% |
| 1Y | -6.7% | -51.6% | +44.9% | -1.7% |
| All | +19.5% | -50.7% | +70.2% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling