+16.3%
O vs MNDY
-47.4%
+63.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.4% | +5.6% | -0.6% |
| 7D | -0.7% | -9.6% | +8.8% | -0.4% |
| 30D | -1.9% | -0.4% | -1.5% | -1.9% |
| 3M | +3.8% | +4.3% | -0.5% | +3.5% |
| 6M | -4.7% | +19.8% | -24.5% | -5.6% |
| YTD | +12.5% | -38.3% | +50.8% | +14.0% |
| 1Y | +10.8% | -50.1% | +60.9% | +13.2% |
| 3Y | +28.8% | -48.4% | +77.2% | +28.8% |
| 5Y | +13.2% | -76.0% | +89.2% | +10.2% |
| All | +16.3% | -47.4% | +63.7% | +18.6% |
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