+102.6%
PBR vs MNDY
-49.4%
+152.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -0.9% |
| 7D | +5.4% | -4.6% | +10.0% | +5.4% |
| 30D | +22.9% | +1.0% | +21.8% | +22.7% |
| 3M | +19.6% | +9.1% | +10.5% | +19.2% |
| 6M | +16.5% | +14.2% | +2.3% | +15.8% |
| YTD | +86.7% | -41.1% | +127.8% | +89.6% |
| 1Y | +74.7% | -54.7% | +129.4% | +79.4% |
| 3Y | +102.6% | -50.6% | +153.1% | +119.5% |
| All | +102.6% | -49.4% | +152.0% | +119.5% |
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