-59.7%
MKTX vs MNDY
-76.8%
+17.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.0% | -0.2% |
| 7D | -0.2% | -4.6% | +4.4% | +0.1% |
| 30D | +0.7% | +1.0% | -0.3% | +0.4% |
| 3M | +40.8% | +9.1% | +31.7% | +39.0% |
| 6M | -8.0% | +14.2% | -22.2% | -9.9% |
| YTD | -8.7% | -41.1% | +32.4% | -5.5% |
| 1Y | -11.8% | -54.7% | +42.9% | -6.8% |
| 3Y | -24.0% | -50.6% | +26.5% | -25.3% |
| All | -59.7% | -76.8% | +17.1% | -62.4% |
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