+9.2%
IYR vs MNDY
-53.2%
+62.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -0.9% |
| 7D | -0.9% | -14.1% | +13.2% | +0.2% |
| 30D | -2.4% | -8.5% | +6.1% | -1.9% |
| 3M | -2.0% | -2.5% | +0.5% | -2.2% |
| 6M | +2.5% | +0.1% | +2.4% | +1.6% |
| YTD | +8.3% | -45.0% | +53.3% | +12.3% |
| 1Y | +6.5% | -58.1% | +64.6% | +12.6% |
| 3Y | +29.3% | -52.6% | +81.9% | +31.6% |
| 5Y | +5.7% | -79.3% | +84.9% | +3.6% |
| All | +9.2% | -53.2% | +62.4% | +11.8% |
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