+40.0%
PEG vs MNDY
-49.8%
+89.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.2% |
| 7D | -0.9% | -4.6% | +3.8% | -0.8% |
| 30D | -3.7% | +1.0% | -4.8% | -3.8% |
| 3M | -7.3% | +9.1% | -16.4% | -7.5% |
| 6M | -10.5% | +14.2% | -24.7% | -10.9% |
| YTD | -7.5% | -41.1% | +33.6% | -6.5% |
| 1Y | -8.7% | -54.7% | +46.0% | -7.2% |
| 3Y | +31.4% | -50.6% | +81.9% | +32.9% |
| 5Y | +37.8% | -76.7% | +114.4% | +34.7% |
| All | +40.0% | -49.8% | +89.9% | +47.3% |
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