-13.6%
IP vs MNDY
-78.9%
+65.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.3% |
| 7D | -0.3% | -11.3% | +11.0% | +0.6% |
| 30D | +7.9% | -10.8% | +18.8% | +8.8% |
| 3M | -15.3% | -17.3% | +2.0% | -14.4% |
| 6M | +10.5% | +15.2% | -4.7% | +8.3% |
| YTD | -9.4% | -47.1% | +37.8% | -5.8% |
| 1Y | -4.6% | -51.4% | +46.8% | -0.2% |
| 3Y | +21.2% | -49.6% | +70.9% | +23.8% |
| All | -13.6% | -78.9% | +65.2% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling