+37.4%
PEG vs MNDY
-76.8%
+114.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.6% |
| 6M | -10.5% | +14.2% | -24.7% | -11.0% |
| YTD | -7.5% | -41.1% | +33.6% | -6.3% |
| 1Y | -8.7% | -54.7% | +46.0% | -6.9% |
| 3Y | +31.4% | -50.6% | +81.9% | +33.0% |
| All | +37.4% | -76.8% | +114.2% | +34.0% |
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