+180.5%
MS vs MNDY
-47.4%
+227.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.4% | +6.7% | +1.0% |
| 7D | +1.4% | -9.6% | +10.9% | +2.5% |
| 30D | -0.3% | -0.4% | +0.2% | -0.5% |
| 3M | +0.3% | +4.3% | -4.0% | -0.8% |
| 6M | +31.3% | +19.8% | +11.6% | +26.8% |
| YTD | +24.7% | -38.3% | +62.9% | +29.8% |
| 1Y | +47.9% | -50.1% | +98.0% | +57.3% |
| 3Y | +178.3% | -48.4% | +226.8% | +187.3% |
| 5Y | +144.9% | -76.0% | +220.9% | +139.6% |
| All | +180.5% | -47.4% | +227.9% | +197.0% |
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