+46.3%
MDY vs MNDY
-76.8%
+123.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.6% |
| 7D | -1.9% | -4.6% | +2.8% | -1.4% |
| 30D | -4.6% | +1.0% | -5.7% | -5.1% |
| 3M | -1.2% | +9.1% | -10.4% | -3.0% |
| 6M | +9.2% | +14.2% | -5.0% | +5.8% |
| YTD | +13.1% | -41.1% | +54.2% | +18.7% |
| 1Y | +13.0% | -54.7% | +67.7% | +22.3% |
| 3Y | +49.2% | -50.6% | +99.8% | +53.6% |
| All | +46.3% | -76.8% | +123.1% | +45.8% |
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