+9.6%
PEP vs MNDY
-50.8%
+60.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -0.1% |
| 7D | -1.4% | -12.5% | +11.1% | -1.2% |
| 30D | -0.2% | -2.6% | +2.4% | -0.2% |
| 3M | -4.3% | +4.2% | -8.6% | -4.4% |
| 6M | -13.2% | +9.8% | -23.0% | -13.3% |
| YTD | -1.9% | -42.3% | +40.4% | -1.5% |
| 1Y | -0.3% | -54.5% | +54.2% | +0.3% |
| 3Y | -13.6% | -50.3% | +36.6% | -13.8% |
| 5Y | +3.4% | -77.1% | +80.5% | +0.8% |
| All | +9.6% | -50.8% | +60.4% | +12.4% |
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