+98.7%
PENG vs MNDY
-53.8%
+152.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -9.1% | +18.3% | +10.8% |
| 7D | -3.8% | -16.1% | +12.3% | -1.2% |
| 30D | -40.1% | -10.2% | -29.9% | -39.6% |
| 3M | -21.8% | -14.2% | -7.6% | -21.7% |
| 6M | +3.3% | +10.9% | -7.6% | -4.3% |
| YTD | +133.6% | -45.8% | +179.5% | +150.6% |
| 1Y | +110.7% | -57.8% | +168.5% | +138.9% |
| 3Y | +204.3% | -41.0% | +245.3% | +207.6% |
| 5Y | +54.4% | -82.0% | +136.4% | +55.3% |
| All | +98.7% | -53.8% | +152.5% | +149.0% |
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 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