-51.1%
MNDY vs CASY
+209.8%
-260.9%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.0% | -5.1% | -7.6% |
| 7D | -13.3% | -4.4% | -8.9% | -12.6% |
| 30D | -10.2% | -12.0% | +1.9% | -8.4% |
| 3M | -0.1% | -2.3% | +2.2% | -0.8% |
| 6M | +6.3% | +10.5% | -4.2% | +1.4% |
| YTD | -43.3% | +33.0% | -76.3% | -49.1% |
| 1Y | -56.1% | +41.1% | -97.3% | -61.6% |
| 3Y | -51.1% | +207.5% | -258.6% | -61.5% |
| All | -51.1% | +209.8% | -260.9% | -61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling