+137.8%
MSTR vs MNDY
-43.6%
+181.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.4% | +0.8% | -2.2% |
| 7D | -10.7% | -18.4% | +7.7% | -5.0% |
| 30D | -21.6% | -14.1% | -7.4% | -18.1% |
| 3M | +24.4% | -13.8% | +38.2% | +28.8% |
| 6M | -35.5% | +6.0% | -41.4% | -38.4% |
| YTD | -20.3% | -48.2% | +27.9% | -6.0% |
| 1Y | -49.3% | -54.0% | +4.7% | -37.8% |
| 3Y | +137.8% | -45.5% | +183.3% | +183.4% |
| All | +137.8% | -43.6% | +181.4% | +183.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling