+35.3%
MAS vs MNDY
-76.2%
+111.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.4% | +8.2% | +2.6% |
| 7D | -0.8% | -9.6% | +8.8% | +0.4% |
| 30D | -5.6% | -0.4% | -5.1% | -5.7% |
| 3M | +4.4% | +4.3% | +0.1% | +3.3% |
| 6M | +7.2% | +19.8% | -12.6% | +3.2% |
| YTD | +16.1% | -38.3% | +54.4% | +21.4% |
| 1Y | +0.1% | -50.1% | +50.2% | +7.3% |
| 3Y | +28.3% | -48.4% | +76.7% | +31.1% |
| All | +35.3% | -76.2% | +111.5% | +33.9% |
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