+697.3%
LITE vs MNDY
-55.2%
+752.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.6% | +9.0% | +10.4% |
| 7D | +3.4% | -19.8% | +23.2% | +6.7% |
| 30D | -34.9% | -8.4% | -26.5% | -34.6% |
| 3M | -21.0% | -11.2% | -9.8% | -21.5% |
| 6M | -38.5% | +0.9% | -39.4% | -41.4% |
| YTD | +75.8% | -47.4% | +123.2% | +88.4% |
| 1Y | +156.7% | -53.0% | +209.7% | +181.4% |
| 3Y | +1,498.6% | -44.6% | +1,543.2% | +1,573.8% |
| 5Y | +610.9% | -78.7% | +689.6% | +643.4% |
| All | +697.3% | -55.2% | +752.5% | +687.9% |
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