-50.6%
MNDY vs PTEN
-3.7%
-46.8%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.0% |
| 7D | -4.6% | +3.5% | -8.1% | -5.2% |
| 30D | +1.0% | +17.5% | -16.5% | -2.2% |
| 3M | +9.1% | +12.7% | -3.6% | +6.0% |
| 6M | +14.2% | +33.1% | -18.9% | +5.8% |
| YTD | -41.1% | +116.4% | -157.6% | -52.3% |
| 1Y | -54.7% | +141.2% | -195.9% | -64.7% |
| 3Y | -50.6% | -3.8% | -46.8% | -61.0% |
| All | -50.6% | -3.7% | -46.8% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 3y: compounded portfolio wealth divided by compounded PTEN 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…
3y analysis · Full analysis span regression · 6 months rolling