+259.7%
P vs MNDY
-79.9%
+339.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.6% | +0.2% |
| 7D | -13.3% | -18.4% | +5.1% | -9.4% |
| 30D | -34.0% | -14.1% | -19.8% | -32.4% |
| 3M | +4.1% | -13.8% | +17.9% | +4.7% |
| 6M | +30.5% | +6.0% | +24.5% | +22.1% |
| YTD | +52.2% | -48.2% | +100.4% | +69.4% |
| 1Y | +10.3% | -54.0% | +64.3% | +26.4% |
| 3Y | +180.9% | -45.5% | +226.3% | +198.6% |
| 5Y | +259.7% | -78.2% | +337.9% | +310.0% |
| All | +259.7% | -79.9% | +339.6% | +310.0% |
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 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