+208.1%
IRM vs MNDY
-51.7%
+259.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.1% | +7.5% | +0.2% |
| 7D | +1.6% | -13.3% | +14.9% | +3.1% |
| 30D | -4.2% | -10.2% | +6.0% | -3.4% |
| 3M | -5.4% | -0.1% | -5.3% | -6.0% |
| 6M | +12.0% | +6.3% | +5.7% | +9.8% |
| YTD | +42.0% | -43.3% | +85.3% | +48.7% |
| 1Y | +29.9% | -56.1% | +86.0% | +39.6% |
| 3Y | +104.4% | -51.1% | +155.5% | +111.7% |
| 5Y | +191.0% | -78.5% | +269.5% | +185.6% |
| All | +208.1% | -51.7% | +259.8% | +218.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling