+45.8%
PHM vs MNDY
-50.4%
+96.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.0% | -7.1% | -2.6% |
| 7D | -6.4% | -12.5% | +6.1% | -5.3% |
| 30D | -12.1% | -2.6% | -9.5% | -12.0% |
| 3M | -1.5% | +4.2% | -5.8% | -2.3% |
| 6M | -6.0% | +9.8% | -15.8% | -7.5% |
| YTD | -0.3% | -42.3% | +42.0% | +4.7% |
| 1Y | -13.3% | -54.5% | +41.2% | -6.9% |
| All | +45.8% | -50.4% | +96.2% | +49.4% |
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