+107.1%
MSTR vs MNDY
-78.9%
+186.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -1.5% |
| 7D | +7.7% | -14.1% | +21.8% | +15.2% |
| 30D | +36.3% | -8.5% | +44.8% | +41.4% |
| 3M | +13.4% | -2.5% | +15.9% | +12.9% |
| 6M | -4.5% | +0.1% | -4.6% | -8.4% |
| YTD | -12.7% | -45.0% | +32.4% | +7.5% |
| 1Y | -59.6% | -58.1% | -1.5% | -44.1% |
| 3Y | +272.5% | -52.6% | +325.1% | +311.3% |
| 5Y | +107.1% | -79.3% | +186.4% | +151.2% |
| All | +107.1% | -78.9% | +186.1% | +151.2% |
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