-53.2%
MNDY vs IAG
+446.5%
-499.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.8% | -6.3% | -8.0% |
| 7D | -13.3% | +4.3% | -17.6% | -13.6% |
| 30D | -10.2% | +9.8% | -19.9% | -11.0% |
| 3M | -0.1% | +28.9% | -29.0% | -2.7% |
| 6M | +6.3% | -7.6% | +13.9% | +6.3% |
| YTD | -43.3% | +22.0% | -65.3% | -45.8% |
| 1Y | -56.1% | +99.5% | -155.6% | -61.2% |
| 3Y | -51.1% | +818.3% | -869.4% | -65.5% |
| 5Y | -78.5% | +785.9% | -864.4% | -85.6% |
| All | -53.2% | +446.5% | -499.7% | -74.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling