+101.0%
MSI vs MNDY
-78.7%
+179.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.4% |
| 7D | -4.0% | -14.1% | +10.1% | -2.8% |
| 30D | -0.5% | -8.5% | +8.0% | +0.1% |
| 3M | +11.4% | -2.5% | +13.9% | +11.1% |
| 6M | +1.0% | +0.1% | +0.9% | +0.1% |
| YTD | +20.7% | -45.0% | +65.7% | +25.2% |
| 1Y | -2.7% | -58.1% | +55.4% | +3.0% |
| 3Y | +68.2% | -52.6% | +120.8% | +70.1% |
| All | +101.0% | -78.7% | +179.8% | +102.9% |
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