+1,263.7%
MU vs MNDY
-77.7%
+1,341.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.0% | -9.9% | -5.8% |
| 7D | +2.0% | -12.5% | +14.5% | +4.2% |
| 30D | +12.5% | -2.6% | +15.2% | +12.2% |
| 3M | +9.6% | +4.2% | +5.4% | +6.4% |
| 6M | +142.6% | +9.8% | +132.9% | +129.4% |
| YTD | +242.7% | -42.3% | +284.9% | +269.6% |
| 1Y | +599.3% | -54.5% | +653.8% | +689.3% |
| 3Y | +1,308.3% | -50.3% | +1,358.5% | +1,402.4% |
| 5Y | +1,263.7% | -77.1% | +1,340.8% | +1,315.1% |
| All | +1,263.7% | -77.7% | +1,341.4% | +1,315.1% |
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