+67.3%
MA vs MNDY
-78.3%
+145.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.1% | +6.7% | -0.6% |
| 7D | -1.8% | -13.3% | +11.5% | -0.3% |
| 30D | +1.4% | -10.2% | +11.6% | +2.3% |
| 3M | +17.7% | -0.1% | +17.9% | +17.2% |
| 6M | +9.7% | +6.3% | +3.4% | +7.9% |
| YTD | +0.5% | -43.3% | +43.8% | +4.9% |
| 1Y | -2.1% | -56.1% | +54.0% | +4.4% |
| 3Y | +40.1% | -51.1% | +91.2% | +42.1% |
| All | +67.3% | -78.3% | +145.6% | +62.9% |
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