+61.8%
PCG vs MNDY
-78.2%
+140.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -8.1% | +11.8% | +4.1% |
| 7D | +5.4% | -13.3% | +18.7% | +6.3% |
| 30D | -15.1% | -10.2% | -5.0% | -14.7% |
| 3M | -9.8% | -0.1% | -9.7% | -10.2% |
| 6M | -18.0% | +6.3% | -24.3% | -19.0% |
| YTD | -7.2% | -43.3% | +36.1% | -4.5% |
| 1Y | +2.9% | -56.1% | +59.0% | +7.7% |
| 3Y | -11.1% | -51.1% | +40.0% | -10.5% |
| 5Y | +61.8% | -78.5% | +140.3% | +62.4% |
| All | +61.8% | -78.2% | +140.0% | +62.4% |
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