+37.6%
PCG vs MNDY
-53.2%
+90.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -4.1% |
| 7D | +6.5% | -14.1% | +20.6% | +7.2% |
| 30D | -16.7% | -8.5% | -8.3% | -16.5% |
| 3M | -14.2% | -2.5% | -11.6% | -14.3% |
| 6M | -21.5% | +0.1% | -21.5% | -22.0% |
| YTD | -11.2% | -45.0% | +33.8% | -8.8% |
| 1Y | -4.2% | -58.1% | +53.9% | -0.1% |
| 3Y | -14.9% | -52.6% | +37.7% | -14.0% |
| 5Y | +54.2% | -79.3% | +133.5% | +49.7% |
| All | +37.6% | -53.2% | +90.8% | +38.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling