+16.4%
LOW vs MNDY
-53.2%
+69.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.8% |
| 7D | -0.6% | -14.1% | +13.5% | +0.8% |
| 30D | -9.3% | -8.5% | -0.8% | -8.7% |
| 3M | -8.1% | -2.5% | -5.5% | -8.2% |
| 6M | -19.8% | +0.1% | -19.8% | -20.6% |
| YTD | -16.4% | -45.0% | +28.7% | -12.4% |
| 1Y | -24.7% | -58.1% | +33.4% | -19.0% |
| 3Y | -8.8% | -52.6% | +43.8% | -7.0% |
| 5Y | +7.8% | -79.3% | +87.0% | +4.4% |
| All | +16.4% | -53.2% | +69.5% | +20.2% |
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