+239.3%
PH vs MNDY
-47.4%
+286.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.4% | +6.2% | +0.4% |
| 7D | -3.1% | -9.6% | +6.5% | -2.2% |
| 30D | -3.2% | -0.4% | -2.8% | -3.5% |
| 3M | +10.6% | +4.3% | +6.3% | +9.5% |
| 6M | -2.1% | +19.8% | -21.9% | -5.2% |
| YTD | +10.2% | -38.3% | +48.5% | +14.4% |
| 1Y | +28.2% | -50.1% | +78.3% | +35.9% |
| 3Y | +134.9% | -48.4% | +183.3% | +142.9% |
| 5Y | +253.6% | -76.0% | +329.7% | +246.6% |
| All | +239.3% | -47.4% | +286.7% | +266.9% |
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