+9.3%
ITOT vs MNDY
-51.3%
+60.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -4.3% |
| 7D | -4.8% | -1.0% | -3.8% | -4.7% |
| 30D | -5.9% | +11.3% | -17.2% | -6.2% |
| 3M | -4.9% | +2.6% | -7.5% | -5.1% |
| 6M | +1.4% | +23.6% | -22.1% | +0.7% |
| YTD | +8.4% | -36.4% | +44.8% | +8.8% |
| 1Y | +9.3% | -51.2% | +60.5% | +9.5% |
| All | +9.3% | -51.3% | +60.7% | +9.5% |
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