+76.3%
MSFU vs MNDY
-16.5%
+92.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.4% | +2.3% | -2.2% |
| 7D | -5.7% | -9.6% | +3.9% | -2.7% |
| 30D | +4.2% | -0.4% | +4.6% | +3.8% |
| 3M | +27.9% | +4.3% | +23.6% | +25.0% |
| 6M | +37.1% | +19.8% | +17.3% | +27.9% |
| YTD | -7.4% | -38.3% | +30.9% | +3.7% |
| 1Y | -19.6% | -50.1% | +30.5% | -5.8% |
| 3Y | +33.2% | -48.4% | +81.6% | +43.7% |
| All | +76.3% | -16.5% | +92.8% | +58.6% |
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