+64.0%
MA vs MNDY
-47.4%
+111.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.4% | +5.3% | -0.5% |
| 7D | -2.7% | -9.6% | +6.9% | -1.8% |
| 30D | +1.5% | -0.4% | +1.9% | +1.4% |
| 3M | +20.4% | +4.3% | +16.1% | +19.4% |
| 6M | +11.1% | +19.8% | -8.6% | +8.2% |
| YTD | +2.0% | -38.3% | +40.2% | +5.1% |
| 1Y | -2.2% | -50.1% | +47.9% | +2.5% |
| 3Y | +41.9% | -48.4% | +90.3% | +43.4% |
| 5Y | +75.4% | -76.0% | +151.4% | +67.8% |
| All | +64.0% | -47.4% | +111.4% | +60.0% |
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 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