+420.2%
P vs MNDY
-47.4%
+467.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.4% | +7.8% | +2.9% |
| 7D | +6.5% | -9.6% | +16.1% | +8.9% |
| 30D | +18.8% | -0.4% | +19.2% | +17.8% |
| 3M | +26.7% | +4.3% | +22.4% | +23.1% |
| 6M | +62.2% | +19.8% | +42.4% | +50.8% |
| YTD | +48.5% | -38.3% | +86.8% | +60.4% |
| 1Y | +26.4% | -50.1% | +76.5% | +42.4% |
| 3Y | +159.4% | -48.4% | +207.8% | +183.7% |
| 5Y | +275.8% | -76.0% | +351.8% | +298.6% |
| All | +420.2% | -47.4% | +467.6% | +444.1% |
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 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