+144.8%
MS vs MNDY
-78.2%
+223.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.1% | +7.4% | +0.4% |
| 7D | +2.5% | -13.3% | +15.8% | +4.3% |
| 30D | 0.0% | -10.2% | +10.1% | +1.0% |
| 3M | +2.4% | -0.1% | +2.6% | +1.7% |
| 6M | +36.4% | +6.3% | +30.1% | +33.2% |
| YTD | +23.8% | -43.3% | +67.1% | +31.0% |
| 1Y | +48.6% | -56.1% | +104.7% | +62.0% |
| 3Y | +179.1% | -51.1% | +230.3% | +190.0% |
| 5Y | +144.8% | -78.5% | +223.3% | +148.5% |
| All | +144.8% | -78.2% | +223.0% | +148.5% |
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 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