+70.7%
MSFU vs MNDY
-25.6%
+96.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | +0.1% |
| 7D | -2.3% | -14.1% | +11.8% | +2.3% |
| 30D | -6.3% | -8.5% | +2.2% | -4.0% |
| 3M | +40.0% | -2.5% | +42.5% | +39.6% |
| 6M | +30.1% | +0.1% | +30.0% | +28.0% |
| YTD | -10.3% | -45.0% | +34.7% | +4.0% |
| 1Y | -19.0% | -58.1% | +39.1% | 0.0% |
| 3Y | +25.8% | -52.6% | +78.4% | +39.2% |
| All | +70.7% | -25.6% | +96.3% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling