+38.9%
LNT vs MNDY
-51.7%
+90.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -8.1% | +9.1% | +0.9% |
| 7D | +1.0% | -13.3% | +14.3% | +0.9% |
| 30D | -1.1% | -10.2% | +9.1% | -1.1% |
| 3M | -3.6% | -0.1% | -3.5% | -3.6% |
| 6M | -2.7% | +6.3% | -9.0% | -2.6% |
| YTD | +8.0% | -43.3% | +51.3% | +8.0% |
| 1Y | +10.5% | -56.1% | +66.6% | +10.5% |
| 3Y | +49.6% | -51.1% | +100.7% | +49.7% |
| 5Y | +32.2% | -78.5% | +110.7% | +27.7% |
| All | +38.9% | -51.7% | +90.6% | +44.0% |
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