+131.8%
MSI vs MNDY
-51.7%
+183.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -8.1% | +7.0% | -0.5% |
| 7D | -5.8% | -13.3% | +7.6% | -4.8% |
| 30D | -1.0% | -10.2% | +9.2% | -0.3% |
| 3M | +14.2% | -0.1% | +14.3% | +13.7% |
| 6M | +1.0% | +6.3% | -5.3% | -0.2% |
| YTD | +21.5% | -43.3% | +64.8% | +25.2% |
| 1Y | -2.1% | -56.1% | +54.0% | +2.6% |
| 3Y | +69.3% | -51.1% | +120.5% | +71.0% |
| 5Y | +99.3% | -78.5% | +177.8% | +97.1% |
| All | +131.8% | -51.7% | +183.5% | +141.6% |
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