+31.5%
PEG vs MNDY
-50.4%
+81.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.0% | -5.2% | -0.3% |
| 7D | -0.9% | -12.5% | +11.6% | -0.7% |
| 30D | -2.8% | -2.6% | -0.1% | -2.8% |
| 3M | -6.9% | +4.2% | -11.2% | -7.1% |
| 6M | -11.4% | +9.8% | -21.2% | -11.7% |
| YTD | -7.4% | -42.3% | +34.9% | -5.5% |
| 1Y | -8.3% | -54.5% | +46.3% | -5.5% |
| All | +31.5% | -50.4% | +81.9% | +33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling