+113.3%
PCAR vs MNDY
-79.9%
+193.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +0.5% |
| 7D | +3.8% | -18.4% | +22.2% | +5.2% |
| 30D | -2.0% | -14.1% | +12.2% | -1.1% |
| 3M | -19.1% | -13.8% | -5.3% | -18.6% |
| 6M | -6.8% | +6.0% | -12.8% | -8.0% |
| YTD | -2.5% | -48.2% | +45.8% | +1.2% |
| 1Y | +9.7% | -54.0% | +63.7% | +14.9% |
| 3Y | +34.0% | -45.5% | +79.4% | +35.6% |
| 5Y | +113.3% | -78.2% | +191.6% | +106.1% |
| All | +113.3% | -79.9% | +193.2% | +106.1% |
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 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