-76.5%
MNDY vs HRB
+114.1%
-190.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +1.8% |
| 7D | -4.6% | -8.0% | +3.4% | -2.3% |
| 30D | +1.0% | -16.0% | +17.0% | +6.0% |
| 3M | +9.1% | +26.9% | -17.7% | +2.3% |
| 6M | +14.2% | +51.1% | -36.9% | +2.3% |
| YTD | -41.1% | +7.1% | -48.2% | -43.0% |
| 1Y | -54.7% | -9.6% | -45.1% | -54.6% |
| 3Y | -50.6% | +25.4% | -76.0% | -55.0% |
| All | -76.5% | +114.1% | -190.5% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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