+1,358.0%
LITE vs MNDY
-50.1%
+1,408.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -4.6% |
| 7D | +10.8% | -11.3% | +22.1% | +12.2% |
| 30D | -33.4% | -10.8% | -22.6% | -33.0% |
| 3M | -32.2% | -17.3% | -15.0% | -31.8% |
| 6M | -42.1% | +15.2% | -57.3% | -47.2% |
| YTD | +61.9% | -47.1% | +109.0% | +81.6% |
| 1Y | +163.0% | -51.4% | +214.4% | +202.9% |
| 3Y | +1,358.0% | -49.6% | +1,407.6% | +1,428.6% |
| All | +1,358.0% | -50.1% | +1,408.1% | +1,428.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling