+101.8%
IRM vs MNDY
-52.8%
+154.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.4% |
| 7D | +3.0% | -14.1% | +17.1% | +4.7% |
| 30D | -5.2% | -8.5% | +3.3% | -4.6% |
| 3M | -8.0% | -2.5% | -5.5% | -8.4% |
| 6M | +9.2% | +0.1% | +9.1% | +7.5% |
| YTD | +41.0% | -45.0% | +86.0% | +50.8% |
| 1Y | +23.3% | -58.1% | +81.4% | +36.8% |
| All | +101.8% | -52.8% | +154.6% | +114.9% |
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 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