+229.4%
PH vs MNDY
-50.8%
+280.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.0% | -6.6% | -2.1% |
| 7D | -3.1% | -12.5% | +9.4% | -2.0% |
| 30D | -11.8% | -2.6% | -9.2% | -11.8% |
| 3M | +6.9% | +4.2% | +2.7% | +5.8% |
| 6M | -1.3% | +9.8% | -11.0% | -3.6% |
| YTD | +7.0% | -42.3% | +49.2% | +11.7% |
| 1Y | +23.1% | -54.5% | +77.6% | +31.7% |
| 3Y | +135.4% | -50.3% | +185.6% | +144.1% |
| 5Y | +250.3% | -77.1% | +327.4% | +245.7% |
| All | +229.4% | -50.8% | +280.2% | +258.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling