-54.7%
MNDY vs HRB
+110.3%
-165.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.4% | -2.6% |
| 7D | -14.1% | -10.6% | -3.5% | -11.4% |
| 30D | -8.5% | -0.8% | -7.6% | -8.5% |
| 3M | -2.5% | +19.1% | -21.6% | -6.9% |
| 6M | +0.1% | +48.7% | -48.6% | -9.4% |
| YTD | -45.0% | +7.1% | -52.1% | -46.7% |
| 1Y | -58.1% | -8.3% | -49.8% | -58.2% |
| 3Y | -52.6% | +25.8% | -78.5% | -56.5% |
| 5Y | -79.3% | +111.1% | -190.4% | -80.7% |
| All | -54.7% | +110.3% | -165.0% | -57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling