+555.0%
LITE vs MNDY
-55.1%
+610.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -8.1% | +19.2% | +9.8% |
| 7D | +12.6% | -13.3% | +25.9% | +10.5% |
| 30D | +9.9% | -10.2% | +20.1% | +9.3% |
| 3M | +9.3% | -0.1% | +9.4% | +11.7% |
| 6M | +75.2% | +6.3% | +68.9% | +79.6% |
| YTD | +165.5% | -43.3% | +208.8% | +176.9% |
| 1Y | +555.0% | -56.1% | +611.1% | +578.9% |
| All | +555.0% | -55.1% | +610.1% | +578.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling