+58.5%
PFGC vs MNDY
-49.4%
+107.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.6% |
| 7D | -4.8% | -4.6% | -0.1% | -4.4% |
| 30D | -12.5% | +1.0% | -13.6% | -12.8% |
| 3M | -9.7% | +9.1% | -18.8% | -10.8% |
| 6M | +7.0% | +14.2% | -7.2% | +4.8% |
| YTD | +4.5% | -41.1% | +45.6% | +9.0% |
| 1Y | -11.6% | -54.7% | +43.1% | -5.3% |
| 3Y | +58.5% | -50.6% | +109.1% | +68.3% |
| All | +58.5% | -49.4% | +107.9% | +68.3% |
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 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