+81.8%
PENG vs MNDY
-49.2%
+131.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -6.3% | +18.7% | +13.5% |
| 7D | -19.4% | -8.0% | -11.4% | -18.3% |
| 30D | -42.4% | +5.3% | -47.7% | -43.5% |
| 3M | -25.6% | +0.4% | -26.1% | -27.5% |
| 6M | +7.3% | +18.9% | -11.6% | -1.7% |
| YTD | +113.9% | -40.4% | +154.3% | +126.2% |
| 1Y | +93.6% | -51.4% | +145.0% | +113.9% |
| 3Y | +170.2% | -32.3% | +202.5% | +166.6% |
| 5Y | +44.2% | -74.9% | +119.1% | +45.1% |
| All | +81.8% | -49.2% | +131.0% | +124.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling