-26.2%
MOS vs MNDY
-49.2%
+23.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.4% |
| 7D | +21.6% | -8.0% | +29.6% | +22.0% |
| 30D | +12.0% | +5.3% | +6.7% | +11.6% |
| 3M | -3.9% | +0.4% | -4.3% | -4.2% |
| 6M | -3.3% | +18.9% | -22.2% | -4.6% |
| YTD | -4.6% | -40.4% | +35.8% | -2.9% |
| 1Y | -7.0% | -51.4% | +44.4% | -4.3% |
| 3Y | -24.4% | -32.3% | +7.9% | -24.4% |
| 5Y | -32.1% | -74.9% | +42.8% | -32.7% |
| All | -26.2% | -49.2% | +23.0% | -17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling