+105.9%
PENG vs MNDY
-55.0%
+160.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.2% | -6.7% | -5.7% |
| 7D | +13.2% | -11.3% | +24.5% | +15.3% |
| 30D | -29.9% | -10.8% | -19.1% | -29.2% |
| 3M | -22.2% | -17.3% | -5.0% | -21.6% |
| 6M | -1.9% | +15.2% | -17.1% | -9.7% |
| YTD | +142.1% | -47.1% | +189.3% | +160.8% |
| 1Y | +151.5% | -51.4% | +202.9% | +176.1% |
| 3Y | +206.9% | -49.6% | +256.6% | +221.0% |
| 5Y | +58.2% | -78.6% | +136.8% | +60.5% |
| All | +105.9% | -55.0% | +160.8% | +159.1% |
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