+123.0%
PENG vs MNDY
-51.7%
+174.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.1% | +7.2% | +0.7% |
| 7D | +7.8% | -13.3% | +21.1% | +10.7% |
| 30D | -12.2% | -10.2% | -2.0% | -10.9% |
| 3M | -20.6% | -0.1% | -20.5% | -22.3% |
| 6M | +180.9% | +6.3% | +174.6% | +167.0% |
| YTD | +162.3% | -43.3% | +205.6% | +185.0% |
| 1Y | +107.3% | -56.1% | +163.4% | +137.2% |
| 3Y | +110.8% | -51.1% | +161.9% | +127.2% |
| 5Y | +117.8% | -78.5% | +196.3% | +122.6% |
| All | +123.0% | -51.7% | +174.7% | +183.1% |
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