-7.2%
LII vs MNDY
-44.7%
+37.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -9.1% | +11.3% | +3.1% |
| 7D | -1.2% | -16.1% | +14.9% | +0.6% |
| 30D | -2.0% | -10.2% | +8.2% | -1.0% |
| 3M | -20.2% | -14.2% | -6.1% | -19.4% |
| 6M | -32.5% | +10.9% | -43.4% | -34.2% |
| YTD | -27.4% | -45.8% | +18.5% | -22.0% |
| 1Y | -28.2% | -57.8% | +29.7% | -19.9% |
| 3Y | -7.2% | -41.0% | +33.8% | +1.3% |
| All | -7.2% | -44.7% | +37.5% | +1.3% |
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 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