+22.8%
LII vs MNDY
-47.4%
+70.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.4% | +7.6% | +1.9% |
| 7D | -0.7% | -9.6% | +8.8% | +0.4% |
| 30D | -12.6% | -0.4% | -12.2% | -12.8% |
| 3M | -24.4% | +4.3% | -28.7% | -25.3% |
| 6M | -28.7% | +19.8% | -48.5% | -31.3% |
| YTD | -19.1% | -38.3% | +19.1% | -15.5% |
| 1Y | -29.7% | -50.1% | +20.4% | -24.8% |
| 3Y | +4.8% | -48.4% | +53.2% | +8.0% |
| 5Y | +24.6% | -76.0% | +100.6% | +19.6% |
| All | +22.8% | -47.4% | +70.2% | +33.8% |
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