-50.6%
MNDY vs SHAK
-2.6%
-47.9%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.2% | -1.2% | +1.2% |
| 7D | -4.6% | -8.3% | +3.6% | -2.7% |
| 30D | +1.0% | -12.6% | +13.7% | +4.1% |
| 3M | +9.1% | +9.1% | 0.0% | +6.3% |
| 6M | +14.2% | -31.2% | +45.5% | +20.7% |
| YTD | -41.1% | -21.6% | -19.6% | -40.5% |
| 1Y | -54.7% | -38.8% | -15.9% | -50.8% |
| 3Y | -50.6% | +0.6% | -51.2% | -57.9% |
| All | -50.6% | -2.6% | -47.9% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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