-22.3%
MOH vs MNDY
-76.8%
+54.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | 0.0% | +1.9% |
| 7D | +1.7% | -4.6% | +6.4% | +1.9% |
| 30D | -0.9% | +1.0% | -1.9% | -1.1% |
| 3M | +5.7% | +9.1% | -3.4% | +5.0% |
| 6M | +39.1% | +14.2% | +24.9% | +37.5% |
| YTD | +17.7% | -41.1% | +58.8% | +20.4% |
| 1Y | +8.4% | -54.7% | +63.1% | +12.3% |
| 3Y | -36.6% | -50.6% | +14.0% | -36.1% |
| All | -22.3% | -76.8% | +54.5% | -21.2% |
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