-79.3%
MNDY vs CASY
+234.8%
-314.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -14.2% | +11.2% | +1.3% |
| 7D | -14.1% | -16.5% | +2.4% | -9.5% |
| 30D | -8.5% | -26.4% | +17.9% | 0.0% |
| 3M | -2.5% | -17.3% | +14.8% | +1.1% |
| 6M | +0.1% | -5.2% | +5.3% | -2.9% |
| YTD | -45.0% | +14.1% | -59.1% | -51.1% |
| 1Y | -58.1% | +16.6% | -74.7% | -63.3% |
| 3Y | -52.6% | +163.7% | -216.3% | -73.3% |
| 5Y | -79.3% | +231.3% | -310.6% | -90.2% |
| All | -79.3% | +234.8% | -314.1% | -90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling