+38.7%
PCG vs MNDY
-47.4%
+86.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.4% | +8.9% | +2.8% |
| 7D | -13.9% | -9.6% | -4.3% | -13.4% |
| 30D | -16.9% | -0.4% | -16.4% | -17.0% |
| 3M | -14.7% | +4.3% | -19.0% | -15.2% |
| 6M | -23.8% | +19.8% | -43.6% | -25.0% |
| YTD | -10.5% | -38.3% | +27.8% | -8.6% |
| 1Y | -5.1% | -50.1% | +45.0% | -2.1% |
| 3Y | -11.6% | -48.4% | +36.8% | -11.0% |
| 5Y | +59.0% | -76.0% | +135.0% | +53.7% |
| All | +38.7% | -47.4% | +86.1% | +38.5% |
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 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