+22.4%
M vs MNDY
-53.3%
+75.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.0% |
| 7D | +0.6% | -17.9% | +18.5% | +2.2% |
| 30D | +7.0% | -9.0% | +16.0% | +7.8% |
| 3M | +3.1% | -10.4% | +13.5% | +3.7% |
| 6M | +33.5% | +7.0% | +26.5% | +31.1% |
| YTD | +13.4% | -47.8% | +61.2% | +25.8% |
| 1Y | +22.4% | -51.6% | +74.0% | +39.5% |
| All | +22.4% | -53.3% | +75.7% | +39.5% |
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