+490.8%
LITE vs MNDY
-75.6%
+566.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -6.3% | +12.0% | +6.7% |
| 7D | -35.9% | -8.0% | -27.9% | -35.1% |
| 30D | -51.5% | +5.3% | -56.8% | -52.3% |
| 3M | -35.7% | +0.4% | -36.1% | -37.2% |
| 6M | -43.0% | +18.9% | -61.8% | -47.3% |
| YTD | +46.1% | -40.4% | +86.5% | +54.8% |
| 1Y | +124.7% | -51.4% | +176.1% | +148.2% |
| 3Y | +1,172.1% | -32.3% | +1,204.4% | +1,189.1% |
| All | +490.8% | -75.6% | +566.4% | +517.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling