-15.4%
MOS vs MNDY
-47.4%
+32.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.4% | +7.8% | +1.7% |
| 7D | +9.5% | -9.6% | +19.1% | +10.0% |
| 30D | +10.4% | -0.4% | +10.8% | +10.3% |
| 3M | +12.9% | +4.3% | +8.6% | +12.4% |
| 6M | +1.2% | +19.8% | -18.5% | -0.1% |
| YTD | +9.3% | -38.3% | +47.6% | +11.3% |
| 1Y | -18.0% | -50.1% | +32.1% | -15.6% |
| 3Y | -29.0% | -48.4% | +19.4% | -28.1% |
| 5Y | -9.6% | -76.0% | +66.4% | -10.8% |
| All | -15.4% | -47.4% | +32.0% | -5.8% |
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