-47.6%
MNDY vs FGI
-5.3%
-42.2%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +7.5% | -14.0% | -6.7% |
| 7D | -9.6% | +0.5% | -10.1% | -9.6% |
| 30D | -0.4% | +65.4% | -65.8% | -4.1% |
| 3M | +4.3% | +23.5% | -19.2% | +1.1% |
| 6M | +19.8% | +60.5% | -40.7% | +13.2% |
| YTD | -38.3% | +30.0% | -68.3% | -41.2% |
| 1Y | -50.1% | +82.1% | -132.1% | -54.1% |
| All | -47.6% | -5.3% | -42.2% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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