+167.1%
NXT vs MNDY
-41.7%
+208.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.2% | -1.8% |
| 7D | -2.6% | -12.5% | +9.9% | -1.2% |
| 30D | -22.4% | -2.6% | -19.8% | -22.4% |
| 3M | -27.3% | +4.2% | -31.6% | -28.3% |
| 6M | -28.5% | +9.8% | -38.2% | -30.5% |
| YTD | -6.6% | -42.3% | +35.7% | +0.7% |
| 1Y | +20.4% | -54.5% | +74.9% | +34.6% |
| 3Y | +90.9% | -50.3% | +141.2% | +89.0% |
| All | +167.1% | -41.7% | +208.7% | +144.4% |
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 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