+86.8%
MA vs MNDY
-55.9%
+142.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.9% | +0.9% |
| 7D | +1.8% | -18.4% | +20.2% | +3.8% |
| 30D | +11.8% | -14.1% | +26.0% | +13.3% |
| 3M | +17.2% | -13.8% | +31.0% | +18.2% |
| 6M | +33.4% | +6.0% | +27.4% | +31.3% |
| YTD | +16.1% | -48.2% | +64.4% | +21.4% |
| 1Y | +19.9% | -54.0% | +74.0% | +26.6% |
| 3Y | +70.1% | -45.5% | +115.6% | +70.4% |
| 5Y | +89.6% | -78.2% | +167.9% | +85.0% |
| All | +86.8% | -55.9% | +142.7% | +84.7% |
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 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