+53.3%
MKSI vs MNDY
-49.8%
+103.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.1% | +1.7% |
| 7D | +2.7% | -4.6% | +7.3% | +3.5% |
| 30D | -12.8% | +1.0% | -13.8% | -13.8% |
| 3M | -22.5% | +9.1% | -31.6% | -25.8% |
| 6M | +19.4% | +14.2% | +5.2% | +10.9% |
| YTD | +67.7% | -41.1% | +108.9% | +81.1% |
| 1Y | +131.4% | -54.7% | +186.1% | +165.4% |
| 3Y | +197.3% | -50.6% | +247.9% | +224.4% |
| 5Y | +87.0% | -76.7% | +163.6% | +90.0% |
| All | +53.3% | -49.8% | +103.1% | +61.5% |
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