+208.7%
NRG vs MNDY
-49.4%
+258.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.3% | +1.4% |
| 7D | -4.7% | -4.6% | 0.0% | -4.3% |
| 30D | -6.0% | +1.0% | -7.0% | -6.5% |
| 3M | -8.0% | +9.1% | -17.1% | -10.0% |
| 6M | -23.2% | +14.2% | -37.4% | -26.2% |
| YTD | -28.1% | -41.1% | +13.1% | -22.8% |
| 1Y | -27.3% | -54.7% | +27.5% | -18.3% |
| 3Y | +208.7% | -50.6% | +259.2% | +239.4% |
| All | +208.7% | -49.4% | +258.1% | +239.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling