+12.8%
OMC vs MNDY
-53.2%
+65.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -3.2% |
| 7D | -4.2% | -14.1% | +9.9% | -2.8% |
| 30D | -7.5% | -8.5% | +1.0% | -6.8% |
| 3M | +4.6% | -2.5% | +7.2% | +4.7% |
| 6M | -4.8% | +0.1% | -4.9% | -5.4% |
| YTD | -1.0% | -45.0% | +44.0% | +3.1% |
| 1Y | +3.8% | -58.1% | +62.0% | +10.3% |
| 3Y | +10.2% | -52.6% | +62.8% | +13.0% |
| 5Y | +29.7% | -79.3% | +109.0% | +24.8% |
| All | +12.8% | -53.2% | +65.9% | +15.0% |
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