+7.3%
MSCI vs MNDY
-52.1%
+59.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.1% | +4.4% | -2.6% |
| 7D | -2.1% | -13.3% | +11.2% | -0.2% |
| 30D | -1.7% | -10.2% | +8.4% | -0.5% |
| 3M | -8.2% | -0.1% | -8.1% | -8.6% |
| 6M | -2.4% | +6.3% | -8.8% | -4.1% |
| YTD | -2.8% | -43.3% | +40.5% | +1.5% |
| 1Y | -2.7% | -56.1% | +53.5% | +4.1% |
| 3Y | +7.3% | -51.1% | +58.4% | +14.4% |
| All | +7.3% | -52.1% | +59.4% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling