+1,103.9%
LITE vs MNDY
-51.7%
+1,155.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -8.1% | +19.2% | +12.4% |
| 7D | +12.6% | -13.3% | +25.9% | +15.0% |
| 30D | +9.9% | -10.2% | +20.1% | +10.9% |
| 3M | +9.3% | -0.1% | +9.4% | +7.0% |
| 6M | +75.2% | +6.3% | +68.9% | +67.7% |
| YTD | +165.5% | -43.3% | +208.8% | +185.4% |
| 1Y | +555.0% | -56.1% | +611.1% | +636.8% |
| 3Y | +1,870.5% | -51.1% | +1,921.6% | +2,036.6% |
| 5Y | +1,009.8% | -78.5% | +1,088.3% | +1,066.4% |
| All | +1,103.9% | -51.7% | +1,155.6% | +1,093.8% |
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 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