+237.6%
PH vs MNDY
-55.0%
+292.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.3% | -0.1% |
| 7D | +4.3% | -11.3% | +15.6% | +5.3% |
| 30D | +0.1% | -10.8% | +11.0% | +0.7% |
| 3M | -9.4% | -17.3% | +7.9% | -8.6% |
| 6M | +8.8% | +15.2% | -6.5% | +5.3% |
| YTD | +9.6% | -47.1% | +56.8% | +14.6% |
| 1Y | +14.4% | -51.4% | +65.9% | +20.8% |
| 3Y | +134.5% | -49.6% | +184.2% | +141.7% |
| 5Y | +204.4% | -78.6% | +283.0% | +200.2% |
| All | +237.6% | -55.0% | +292.6% | +267.6% |
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