+28.6%
LH vs MNDY
-76.8%
+105.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.4% |
| 7D | -4.7% | -4.6% | -0.1% | -4.5% |
| 30D | -3.5% | +1.0% | -4.5% | -3.7% |
| 3M | +17.7% | +9.1% | +8.6% | +16.8% |
| 6M | +15.8% | +14.2% | +1.6% | +14.2% |
| YTD | +25.1% | -41.1% | +66.2% | +27.8% |
| 1Y | +12.5% | -54.7% | +67.2% | +16.5% |
| 3Y | +59.8% | -50.6% | +110.3% | +61.1% |
| All | +28.6% | -76.8% | +105.4% | +22.0% |
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