-49.1%
MSTR vs MNDY
-53.3%
+4.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.7% | -6.3% |
| 7D | -11.5% | -17.9% | +6.4% | -6.8% |
| 30D | -24.8% | -9.0% | -15.8% | -23.1% |
| 3M | +20.6% | -10.4% | +31.0% | +23.6% |
| 6M | -38.0% | +7.0% | -45.0% | -40.1% |
| YTD | -24.7% | -47.8% | +23.1% | -16.0% |
| 1Y | -49.1% | -51.6% | +2.5% | -41.0% |
| All | -49.1% | -53.3% | +4.2% | -41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling