-90.4%
NIO vs MNDY
-78.9%
-11.4%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.5% |
| 7D | -4.1% | -14.1% | +10.0% | -0.2% |
| 30D | -23.2% | -8.5% | -14.8% | -21.9% |
| 3M | -29.9% | -2.5% | -27.4% | -30.7% |
| 6M | -25.1% | +0.1% | -25.2% | -27.9% |
| YTD | -27.5% | -45.0% | +17.6% | -17.8% |
| 1Y | -41.1% | -58.1% | +17.0% | -28.1% |
| 3Y | -63.1% | -52.6% | -10.5% | -63.6% |
| 5Y | -90.4% | -79.3% | -11.1% | -90.8% |
| All | -90.4% | -78.9% | -11.4% | -90.8% |
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