+620.4%
LITE vs MNDY
-55.9%
+676.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.7% | -1.1% |
| 7D | -13.9% | -18.4% | +4.5% | -11.5% |
| 30D | -46.9% | -14.1% | -32.8% | -46.1% |
| 3M | -28.0% | -13.8% | -14.2% | -28.1% |
| 6M | -35.2% | +6.0% | -41.2% | -38.8% |
| YTD | +58.9% | -48.2% | +107.1% | +70.6% |
| 1Y | +125.3% | -54.0% | +179.4% | +147.9% |
| 3Y | +1,344.4% | -45.5% | +1,389.9% | +1,415.8% |
| 5Y | +541.2% | -78.2% | +619.4% | +570.6% |
| All | +620.4% | -55.9% | +676.3% | +613.5% |
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