+1,668.5%
LITE vs MNDY
-46.0%
+1,714.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -6.4% | +10.4% | +5.2% |
| 7D | -1.5% | -9.6% | +8.0% | +0.2% |
| 30D | +6.7% | -0.4% | +7.1% | +6.0% |
| 3M | -6.8% | +4.3% | -11.1% | -9.0% |
| 6M | +29.4% | +19.8% | +9.7% | +20.3% |
| YTD | +139.1% | -38.3% | +177.4% | +166.0% |
| 1Y | +521.0% | -50.1% | +571.1% | +626.7% |
| All | +1,668.5% | -46.0% | +1,714.5% | +1,769.9% |
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 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