+9.7%
MCD vs MNDY
-50.3%
+60.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.3% | -2.7% |
| 7D | -1.9% | -19.8% | +17.9% | -1.2% |
| 30D | +16.6% | -8.4% | +25.0% | +16.9% |
| 3M | +0.9% | -11.2% | +12.2% | +1.2% |
| 6M | +1.5% | +0.9% | +0.5% | +1.1% |
| YTD | -8.3% | -47.4% | +39.1% | -6.9% |
| 1Y | -8.1% | -53.0% | +44.9% | -6.3% |
| All | +9.7% | -50.3% | +60.0% | +12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling