+38.6%
MRSH vs MNDY
-49.8%
+88.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.4% |
| 7D | -4.8% | -4.6% | -0.1% | -4.4% |
| 30D | -6.3% | +1.0% | -7.4% | -6.5% |
| 3M | +5.8% | +9.1% | -3.3% | +4.8% |
| 6M | +2.8% | +14.2% | -11.4% | +1.2% |
| YTD | -3.1% | -41.1% | +38.0% | -0.9% |
| 1Y | -11.3% | -54.7% | +43.5% | -7.9% |
| 3Y | -5.0% | -50.6% | +45.6% | -4.3% |
| 5Y | +19.2% | -76.7% | +95.8% | +16.0% |
| All | +38.6% | -49.8% | +88.5% | +40.5% |
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