-78.5%
MNDY vs RACE
+92.4%
-170.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.0% | -7.1% | -7.4% |
| 7D | -13.3% | -1.0% | -12.3% | -12.5% |
| 30D | -10.2% | -1.5% | -8.6% | -9.1% |
| 3M | -0.1% | +15.5% | -15.6% | -10.3% |
| 6M | +6.3% | +17.3% | -11.0% | -7.1% |
| YTD | -43.3% | +11.1% | -54.4% | -48.9% |
| 1Y | -56.1% | -14.3% | -41.9% | -52.5% |
| 3Y | -51.1% | +40.2% | -91.3% | -71.0% |
| 5Y | -78.5% | +92.6% | -171.1% | -91.0% |
| All | -78.5% | +92.4% | -170.9% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 5y: compounded portfolio wealth divided by compounded RACE 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…
5y analysis · Full analysis span regression · 6 months rolling