+47.6%
M vs MNDY
-47.4%
+95.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.4% | +9.0% | +3.8% |
| 7D | +4.7% | -9.6% | +14.3% | +6.6% |
| 30D | -9.6% | -0.4% | -9.2% | -10.0% |
| 3M | +0.9% | +4.3% | -3.5% | -0.9% |
| 6M | +22.3% | +19.8% | +2.5% | +15.1% |
| YTD | +6.5% | -38.3% | +44.8% | +13.9% |
| 1Y | +38.8% | -50.1% | +88.8% | +53.9% |
| 3Y | +115.9% | -48.4% | +164.3% | +124.1% |
| 5Y | +28.6% | -76.0% | +104.7% | +24.3% |
| All | +47.6% | -47.4% | +95.0% | +39.8% |
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