+47.9%
PFG vs MNDY
-51.7%
+99.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.4% | +0.7% | +3.8% |
| 7D | +4.9% | -1.0% | +5.9% | +5.0% |
| 30D | +5.7% | +17.1% | -11.5% | +4.1% |
| 3M | +2.6% | +3.2% | -0.6% | +1.9% |
| 6M | +19.8% | +25.2% | -5.4% | +16.4% |
| YTD | +36.3% | -34.4% | +70.7% | +36.6% |
| 1Y | +47.9% | -49.8% | +97.6% | +50.8% |
| All | +47.9% | -51.7% | +99.5% | +50.8% |
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