+45.0%
MSCI vs MNDY
-55.5%
+100.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -0.7% | -17.9% | +17.2% | +2.6% |
| 30D | +16.2% | -9.0% | +25.2% | +17.8% |
| 3M | +16.1% | -10.4% | +26.5% | +17.4% |
| 6M | +12.9% | +7.0% | +5.9% | +10.2% |
| YTD | +14.8% | -47.8% | +62.6% | +24.5% |
| 1Y | +13.8% | -51.6% | +65.4% | +24.7% |
| 3Y | +31.2% | -45.0% | +76.3% | +30.8% |
| 5Y | +5.6% | -78.8% | +84.4% | +6.0% |
| All | +45.0% | -55.5% | +100.5% | +51.4% |
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 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