+191.8%
IRM vs MNDY
-77.7%
+269.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.0% | -7.0% | -2.6% |
| 7D | -1.8% | -12.5% | +10.7% | -0.4% |
| 30D | -7.8% | -2.6% | -5.1% | -7.8% |
| 3M | -7.9% | +4.2% | -12.1% | -9.0% |
| 6M | +6.3% | +9.8% | -3.4% | +3.6% |
| YTD | +38.2% | -42.3% | +80.4% | +45.1% |
| 1Y | +19.8% | -54.5% | +74.4% | +29.3% |
| 3Y | +98.8% | -50.3% | +149.0% | +105.6% |
| 5Y | +191.8% | -77.1% | +268.9% | +187.4% |
| All | +191.8% | -77.7% | +269.4% | +187.4% |
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