+45.2%
NU vs MNDY
-75.0%
+120.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.0% |
| 7D | -2.6% | -14.1% | +11.5% | +2.7% |
| 30D | +8.2% | -8.5% | +16.7% | +10.4% |
| 3M | +26.3% | -2.5% | +28.8% | +23.9% |
| 6M | +2.2% | +0.1% | +2.2% | -3.2% |
| YTD | -10.4% | -45.0% | +34.6% | +5.1% |
| 1Y | -3.0% | -58.1% | +55.1% | +25.1% |
| 3Y | +120.3% | -52.6% | +172.9% | +125.3% |
| All | +45.2% | -75.0% | +120.2% | +50.1% |
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