+47.3%
MSCI vs MNDY
-55.2%
+102.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.4% |
| 7D | -1.9% | -19.8% | +17.9% | +1.8% |
| 30D | +16.5% | -8.4% | +24.9% | +18.0% |
| 3M | +18.2% | -11.2% | +29.4% | +19.7% |
| 6M | +14.0% | +0.9% | +13.0% | +12.3% |
| YTD | +16.6% | -47.4% | +64.0% | +26.3% |
| 1Y | +14.8% | -53.0% | +67.8% | +26.5% |
| 3Y | +33.3% | -44.6% | +77.8% | +32.6% |
| 5Y | +9.1% | -78.7% | +87.7% | +9.3% |
| All | +47.3% | -55.2% | +102.4% | +53.5% |
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 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