-25.7%
NOW vs MNDY
-79.2%
+53.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.1% | +9.9% | +4.3% |
| 7D | -3.1% | -16.1% | +13.0% | +3.4% |
| 30D | -27.0% | -10.2% | -16.9% | -24.0% |
| 3M | -17.7% | -14.2% | -3.5% | -13.2% |
| 6M | +12.7% | +10.9% | +1.8% | +8.7% |
| YTD | -32.9% | -45.8% | +12.9% | -17.9% |
| 1Y | -40.4% | -57.8% | +17.5% | -20.9% |
| 3Y | -17.1% | -41.0% | +23.9% | -10.9% |
| 5Y | -25.7% | -82.0% | +56.4% | -5.2% |
| All | -25.7% | -79.2% | +53.5% | -5.2% |
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