+158.7%
P vs MNDY
-52.1%
+210.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.1% | +9.8% | +3.7% |
| 7D | +7.8% | -13.3% | +21.2% | +11.7% |
| 30D | +12.3% | -10.2% | +22.5% | +14.1% |
| 3M | +37.1% | -0.1% | +37.2% | +33.5% |
| 6M | +66.1% | +6.3% | +59.8% | +56.8% |
| YTD | +50.9% | -43.3% | +94.2% | +72.6% |
| 1Y | +27.2% | -56.1% | +83.3% | +56.9% |
| 3Y | +158.7% | -51.1% | +209.8% | +215.1% |
| All | +158.7% | -52.1% | +210.8% | +215.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling