+9.8%
MNDY vs PSLV
-28.4%
+38.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -5.3% | +10.3% | +4.7% |
| 7D | -12.5% | -4.9% | -7.6% | -12.7% |
| 30D | -2.6% | -1.9% | -0.8% | -2.7% |
| 3M | +4.2% | +4.2% | +0.1% | +4.6% |
| 6M | +9.8% | -27.6% | +37.3% | +6.1% |
| All | +9.8% | -28.4% | +38.1% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 6mo: compounded portfolio wealth divided by compounded PSLV 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…
6mo analysis · Full analysis span regression · 6 months rolling