+27.6%
MSCI vs MNDY
-47.4%
+75.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.4% | +6.1% | +0.8% |
| 7D | +0.4% | -9.6% | +10.0% | +2.1% |
| 30D | +0.6% | -0.4% | +1.0% | +0.3% |
| 3M | -7.1% | +4.3% | -11.4% | -8.2% |
| 6M | +0.8% | +19.8% | -18.9% | -3.4% |
| YTD | +1.0% | -38.3% | +39.3% | +7.0% |
| 1Y | +4.3% | -50.1% | +54.4% | +13.7% |
| 3Y | +9.9% | -48.4% | +58.4% | +11.6% |
| 5Y | -6.8% | -76.0% | +69.3% | -8.6% |
| All | +27.6% | -47.4% | +75.0% | +30.1% |
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