+37.9%
NTR vs MNDY
-49.4%
+87.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.3% | -0.4% |
| 7D | -1.3% | -4.6% | +3.4% | -1.2% |
| 30D | +16.8% | +1.0% | +15.7% | +16.7% |
| 3M | +20.7% | +9.1% | +11.6% | +20.3% |
| 6M | +0.5% | +14.2% | -13.7% | -0.1% |
| YTD | +29.2% | -41.1% | +70.3% | +31.3% |
| 1Y | +39.6% | -54.7% | +94.3% | +43.3% |
| 3Y | +37.9% | -50.6% | +88.4% | +40.8% |
| All | +37.9% | -49.4% | +87.3% | +40.8% |
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 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