+633.5%
LITE vs MNDY
-53.8%
+687.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -9.1% | +19.8% | +12.0% |
| 7D | -12.9% | -16.1% | +3.2% | -10.8% |
| 30D | -46.0% | -10.2% | -35.8% | -45.5% |
| 3M | -33.0% | -14.2% | -18.9% | -32.9% |
| 6M | -34.0% | +10.9% | -44.9% | -38.2% |
| YTD | +61.7% | -45.8% | +107.6% | +72.5% |
| 1Y | +148.3% | -57.8% | +206.1% | +178.2% |
| 3Y | +1,408.5% | -41.0% | +1,449.5% | +1,463.7% |
| 5Y | +546.2% | -82.0% | +628.2% | +578.9% |
| All | +633.5% | -53.8% | +687.3% | +621.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling