+102.7%
MO vs MNDY
-76.8%
+179.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.3% |
| 7D | +0.1% | -4.6% | +4.8% | +0.1% |
| 30D | +7.1% | +1.0% | +6.1% | +7.1% |
| 3M | -2.0% | +9.1% | -11.1% | -1.9% |
| 6M | +7.3% | +14.2% | -6.9% | +7.5% |
| YTD | +23.5% | -41.1% | +64.6% | +23.3% |
| 1Y | +11.0% | -54.7% | +65.7% | +10.8% |
| 3Y | +95.0% | -50.6% | +145.6% | +94.0% |
| All | +102.7% | -76.8% | +179.6% | +99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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