+2.0%
LII vs MNDY
-52.1%
+54.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.1% | +6.8% | -0.5% |
| 7D | +2.1% | -13.3% | +15.4% | +3.6% |
| 30D | -12.4% | -10.2% | -2.3% | -11.6% |
| 3M | -24.8% | -0.1% | -24.7% | -25.2% |
| 6M | -25.2% | +6.3% | -31.5% | -26.7% |
| YTD | -20.3% | -43.3% | +23.0% | -14.4% |
| 1Y | -32.9% | -56.1% | +23.2% | -25.4% |
| 3Y | +2.0% | -51.1% | +53.2% | +9.8% |
| All | +2.0% | -52.1% | +54.1% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling