-16.5%
LPLA vs MNDY
-51.7%
+35.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.4% | +1.2% | +4.4% |
| 7D | +15.7% | -1.0% | +16.8% | +15.8% |
| 30D | -6.2% | +17.1% | -23.3% | -7.1% |
| 3M | -12.0% | +3.2% | -15.2% | -12.4% |
| 6M | -2.7% | +25.2% | -27.9% | -4.0% |
| YTD | -12.5% | -34.4% | +21.9% | -12.8% |
| 1Y | -16.5% | -49.8% | +33.2% | -15.3% |
| All | -16.5% | -51.7% | +35.1% | -15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling