+161.1%
LPLA vs MNDY
-51.7%
+212.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -8.1% | +5.6% | -1.7% |
| 7D | -2.1% | -13.3% | +11.2% | -0.7% |
| 30D | -3.3% | -10.2% | +6.8% | -2.5% |
| 3M | +23.5% | -0.1% | +23.6% | +22.9% |
| 6M | +12.0% | +6.3% | +5.7% | +10.0% |
| YTD | -1.7% | -43.3% | +41.6% | +2.6% |
| 1Y | +3.2% | -56.1% | +59.3% | +10.4% |
| 3Y | +46.2% | -51.1% | +97.3% | +51.8% |
| 5Y | +144.9% | -78.5% | +223.4% | +144.1% |
| All | +161.1% | -51.7% | +212.7% | +174.7% |
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