-1.7%
PEP vs MNDY
-54.1%
+52.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.2% |
| 7D | -1.0% | -4.6% | +3.7% | -0.9% |
| 30D | -0.7% | +1.0% | -1.7% | -0.7% |
| 3M | -4.1% | +9.1% | -13.3% | -4.3% |
| 6M | -13.1% | +14.2% | -27.3% | -12.6% |
| YTD | -2.1% | -41.1% | +39.0% | -3.8% |
| 1Y | -1.7% | -54.7% | +53.1% | -3.3% |
| All | -1.7% | -54.1% | +52.5% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling