-54.5%
MNDY vs CASY
+15.3%
-69.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.2% | +5.0% |
| 7D | -12.5% | -17.2% | +4.8% | -13.7% |
| 30D | -2.6% | -24.4% | +21.7% | -5.0% |
| 3M | +4.2% | -31.4% | +35.6% | +0.7% |
| 6M | +9.8% | -8.9% | +18.7% | +10.4% |
| YTD | -42.3% | +13.8% | -56.1% | -41.4% |
| 1Y | -54.5% | +17.0% | -71.5% | -53.9% |
| All | -54.5% | +15.3% | -69.8% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling