+149.4%
MAR vs MNDY
-76.8%
+226.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.5% |
| 7D | -0.5% | -4.6% | +4.1% | 0.0% |
| 30D | -5.4% | +1.0% | -6.5% | -5.8% |
| 3M | -15.5% | +9.1% | -24.6% | -17.1% |
| 6M | +3.0% | +14.2% | -11.3% | -0.4% |
| YTD | +8.5% | -41.1% | +49.7% | +14.2% |
| 1Y | +26.0% | -54.7% | +80.7% | +37.0% |
| 3Y | +68.6% | -50.6% | +119.2% | +73.9% |
| All | +149.4% | -76.8% | +226.2% | +153.7% |
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