+50.8%
NDAQ vs MNDY
-76.8%
+127.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.5% | -0.8% |
| 7D | -5.6% | -4.6% | -0.9% | -5.0% |
| 30D | -4.4% | +1.0% | -5.4% | -4.7% |
| 3M | +5.9% | +9.1% | -3.3% | +4.1% |
| 6M | +7.7% | +14.2% | -6.5% | +4.8% |
| YTD | -5.2% | -41.1% | +36.0% | -0.6% |
| 1Y | -3.4% | -54.7% | +51.4% | +4.0% |
| 3Y | +85.6% | -50.6% | +136.2% | +89.8% |
| All | +50.8% | -76.8% | +127.7% | +51.2% |
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