+140.2%
MAR vs MNDY
-53.2%
+193.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.2% |
| 7D | -0.5% | -14.1% | +13.6% | +1.2% |
| 30D | -4.7% | -8.5% | +3.8% | -4.0% |
| 3M | -15.6% | -2.5% | -13.1% | -15.9% |
| 6M | +1.2% | +0.1% | +1.2% | -0.2% |
| YTD | +7.5% | -45.0% | +52.5% | +13.5% |
| 1Y | +26.6% | -58.1% | +84.7% | +37.8% |
| 3Y | +66.0% | -52.6% | +118.6% | +72.1% |
| 5Y | +154.1% | -79.3% | +233.4% | +152.1% |
| All | +140.2% | -53.2% | +193.3% | +145.6% |
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