+984.2%
LITE vs MNDY
-47.4%
+1,031.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -6.4% | +10.4% | +5.1% |
| 7D | -1.5% | -9.6% | +8.0% | +0.1% |
| 30D | +6.7% | -0.4% | +7.1% | +6.0% |
| 3M | -6.8% | +4.3% | -11.1% | -9.1% |
| 6M | +29.4% | +19.8% | +9.7% | +21.5% |
| YTD | +139.1% | -38.3% | +177.4% | +154.0% |
| 1Y | +521.0% | -50.1% | +571.1% | +583.3% |
| 3Y | +1,535.3% | -48.4% | +1,583.7% | +1,660.7% |
| 5Y | +889.8% | -76.0% | +965.9% | +926.1% |
| All | +984.2% | -47.4% | +1,031.6% | +962.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling