-16.1%
IP vs MNDY
-76.2%
+60.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.4% | +8.6% | +2.7% |
| 7D | -5.3% | -9.6% | +4.3% | -4.5% |
| 30D | -10.9% | -0.4% | -10.4% | -11.0% |
| 3M | +11.2% | +4.3% | +6.9% | +10.4% |
| 6M | -10.2% | +19.8% | -30.0% | -12.2% |
| YTD | -2.0% | -38.3% | +36.3% | +0.7% |
| 1Y | -19.1% | -50.1% | +31.0% | -15.7% |
| 3Y | +20.9% | -48.4% | +69.3% | +23.3% |
| All | -16.1% | -76.2% | +60.1% | -19.9% |
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 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