+291.1%
P vs MNDY
-78.2%
+369.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.1% | +9.8% | +3.6% |
| 7D | +7.8% | -13.3% | +21.2% | +11.4% |
| 30D | +12.3% | -10.2% | +22.5% | +14.1% |
| 3M | +37.1% | -0.1% | +37.2% | +34.0% |
| 6M | +66.1% | +6.3% | +59.8% | +58.0% |
| YTD | +50.9% | -43.3% | +94.2% | +67.2% |
| 1Y | +27.2% | -56.1% | +83.3% | +49.3% |
| 3Y | +158.7% | -51.1% | +209.8% | +187.1% |
| 5Y | +291.1% | -78.5% | +369.6% | +335.6% |
| All | +291.1% | -78.2% | +369.3% | +335.6% |
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 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