+116.3%
M vs MNDY
-52.1%
+168.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.1% | +5.5% | -1.3% |
| 7D | +2.4% | -13.3% | +15.7% | +4.6% |
| 30D | -11.6% | -10.2% | -1.5% | -10.4% |
| 3M | +1.6% | -0.1% | +1.7% | +0.8% |
| 6M | +25.2% | +6.3% | +18.9% | +21.5% |
| YTD | +3.8% | -43.3% | +47.0% | +12.3% |
| 1Y | +36.3% | -56.1% | +92.5% | +54.0% |
| 3Y | +116.3% | -51.1% | +167.5% | +138.0% |
| All | +116.3% | -52.1% | +168.4% | +138.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling