+130.5%
LTH vs MNDY
-78.8%
+209.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -4.0% |
| 7D | -4.6% | -17.9% | +13.3% | -0.9% |
| 30D | +14.8% | -9.0% | +23.9% | +16.5% |
| 3M | +3.9% | -10.4% | +14.3% | +4.7% |
| 6M | +35.5% | +7.0% | +28.5% | +29.4% |
| YTD | +71.3% | -47.8% | +119.1% | +88.9% |
| 1Y | +75.7% | -51.6% | +127.3% | +96.8% |
| 3Y | +231.9% | -45.0% | +276.9% | +220.5% |
| 5Y | +130.5% | -78.8% | +209.3% | +127.7% |
| All | +130.5% | -78.8% | +209.2% | +127.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling