+31.6%
MMM vs MNDY
-55.5%
+87.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.4% |
| 7D | -0.8% | -17.9% | +17.1% | +0.3% |
| 30D | +14.4% | -9.0% | +23.5% | +15.0% |
| 3M | +1.8% | -10.4% | +12.1% | +2.1% |
| 6M | +31.3% | +7.0% | +24.3% | +29.9% |
| YTD | +18.0% | -47.8% | +65.8% | +21.5% |
| 1Y | +10.9% | -51.6% | +62.5% | +14.7% |
| 3Y | +160.6% | -45.0% | +205.6% | +164.6% |
| 5Y | +44.5% | -78.8% | +123.3% | +40.3% |
| All | +31.6% | -55.5% | +87.1% | +40.5% |
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