-50.1%
MNDY vs IAG
+119.5%
-169.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.2% | -4.2% | -6.7% |
| 7D | -9.6% | -0.5% | -9.0% | -9.6% |
| 30D | -0.4% | +28.9% | -29.3% | +3.0% |
| 3M | +4.3% | +19.1% | -14.8% | +7.4% |
| 6M | +19.8% | -10.3% | +30.0% | +19.0% |
| YTD | -38.3% | +24.2% | -62.5% | -35.9% |
| 1Y | -50.1% | +116.5% | -166.6% | -42.6% |
| All | -50.1% | +119.5% | -169.6% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling