-8.8%
IR vs MNDY
-55.6%
+46.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -0.6% |
| 7D | -3.1% | -12.5% | +9.4% | -3.3% |
| 30D | -14.0% | -2.6% | -11.4% | -14.0% |
| 3M | +3.7% | +4.2% | -0.5% | +4.2% |
| 6M | -15.4% | +9.8% | -25.1% | -14.4% |
| YTD | -7.7% | -42.3% | +34.6% | -5.6% |
| 1Y | -8.8% | -54.5% | +45.7% | -6.2% |
| All | -8.8% | -55.6% | +46.7% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling