+90.9%
NI vs MNDY
-50.8%
+141.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -0.6% |
| 7D | -0.6% | -12.5% | +11.9% | -0.5% |
| 30D | -1.4% | -2.6% | +1.2% | -1.4% |
| 3M | -10.6% | +4.2% | -14.8% | -10.7% |
| 6M | -9.9% | +9.8% | -19.7% | -10.1% |
| YTD | +1.2% | -42.3% | +43.4% | +1.9% |
| 1Y | +4.4% | -54.5% | +59.0% | +5.5% |
| 3Y | +68.6% | -50.3% | +118.9% | +69.9% |
| 5Y | +98.0% | -77.1% | +175.1% | +92.8% |
| All | +90.9% | -50.8% | +141.7% | +97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling