+20.5%
M vs MNDY
-78.9%
+99.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -3.5% |
| 7D | -4.1% | -14.1% | +10.1% | -1.0% |
| 30D | -13.6% | -8.5% | -5.1% | -12.4% |
| 3M | -2.3% | -2.5% | +0.3% | -2.9% |
| 6M | +21.9% | +0.1% | +21.8% | +18.6% |
| YTD | -0.6% | -45.0% | +44.4% | +9.8% |
| 1Y | +29.7% | -58.1% | +87.8% | +51.4% |
| 3Y | +107.3% | -52.6% | +159.9% | +118.0% |
| 5Y | +20.5% | -79.3% | +99.7% | +27.7% |
| All | +20.5% | -78.9% | +99.4% | +27.7% |
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