+17.2%
O vs MNDY
-77.7%
+94.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.1% |
| 7D | -3.5% | -12.5% | +9.0% | -3.1% |
| 30D | -3.3% | -2.6% | -0.7% | -3.3% |
| 3M | -2.8% | +4.2% | -7.1% | -3.2% |
| 6M | -5.8% | +9.8% | -15.5% | -6.5% |
| YTD | +9.4% | -42.3% | +51.7% | +11.4% |
| 1Y | +5.7% | -54.5% | +60.2% | +8.6% |
| 3Y | +27.2% | -50.3% | +77.5% | +27.1% |
| 5Y | +17.2% | -77.1% | +94.3% | +15.4% |
| All | +17.2% | -77.7% | +94.8% | +15.4% |
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