+84.3%
PFGC vs MNDY
-53.2%
+137.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.8% |
| 7D | -3.7% | -14.1% | +10.4% | -2.1% |
| 30D | -16.0% | -8.5% | -7.5% | -15.4% |
| 3M | -4.1% | -2.5% | -1.6% | -4.5% |
| 6M | +8.7% | +0.1% | +8.6% | +7.2% |
| YTD | +6.4% | -45.0% | +51.4% | +12.2% |
| 1Y | -8.4% | -58.1% | +49.7% | -0.4% |
| 3Y | +61.8% | -52.6% | +114.4% | +65.9% |
| 5Y | +108.7% | -79.3% | +188.0% | +98.3% |
| All | +84.3% | -53.2% | +137.4% | +73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling