+107.8%
PENG vs MNDY
-76.2%
+184.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.4% | +12.9% | +7.9% |
| 7D | +4.5% | -9.6% | +14.1% | +6.8% |
| 30D | -7.1% | -0.4% | -6.7% | -7.7% |
| 3M | -27.3% | +4.3% | -31.6% | -29.5% |
| 6M | +169.6% | +19.8% | +149.8% | +147.4% |
| YTD | +164.6% | -38.3% | +202.9% | +185.3% |
| 1Y | +109.5% | -50.1% | +159.5% | +136.4% |
| 3Y | +98.9% | -48.4% | +147.4% | +112.1% |
| All | +107.8% | -76.2% | +184.1% | +125.5% |
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