+493.6%
PBR vs MNDY
-53.2%
+546.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.5% | +0.6% |
| 7D | +0.3% | -14.1% | +14.5% | +0.8% |
| 30D | +17.5% | -8.5% | +26.0% | +17.7% |
| 3M | +20.9% | -2.5% | +23.4% | +20.7% |
| 6M | +20.2% | +0.1% | +20.2% | +19.8% |
| YTD | +84.3% | -45.0% | +129.3% | +87.3% |
| 1Y | +77.1% | -58.1% | +135.2% | +81.7% |
| 3Y | +100.8% | -52.6% | +153.4% | +103.7% |
| 5Y | +556.1% | -79.3% | +635.4% | +565.0% |
| All | +493.6% | -53.2% | +546.8% | +512.1% |
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