+82.4%
PFG vs MNDY
-50.1%
+132.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.4% |
| 7D | +2.4% | -11.3% | +13.7% | +3.7% |
| 30D | +5.9% | -10.8% | +16.7% | +7.0% |
| 3M | -0.4% | -17.3% | +16.8% | +1.1% |
| 6M | +14.8% | +15.2% | -0.4% | +11.3% |
| YTD | +31.9% | -47.1% | +79.1% | +39.4% |
| 1Y | +38.8% | -51.4% | +90.2% | +48.3% |
| 3Y | +82.4% | -49.6% | +132.0% | +92.8% |
| All | +82.4% | -50.1% | +132.5% | +92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling