-70.0%
LULU vs MNDY
-49.8%
-20.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.2% | +1.8% |
| 7D | -1.6% | -4.6% | +3.0% | -0.9% |
| 30D | -18.1% | +1.0% | -19.2% | -18.4% |
| 3M | -18.8% | +9.1% | -27.9% | -20.5% |
| 6M | -39.2% | +14.2% | -53.4% | -41.5% |
| YTD | -52.4% | -41.1% | -11.2% | -48.8% |
| 1Y | -40.3% | -54.7% | +14.4% | -33.1% |
| 3Y | -75.1% | -50.6% | -24.5% | -74.1% |
| 5Y | -76.7% | -76.7% | -0.1% | -77.0% |
| All | -70.0% | -49.8% | -20.1% | -68.6% |
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