+133.2%
PHM vs MNDY
-51.7%
+184.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -8.1% | +4.6% | -2.5% |
| 7D | -2.5% | -13.3% | +10.8% | -0.7% |
| 30D | -9.7% | -10.2% | +0.5% | -8.6% |
| 3M | +2.2% | -0.1% | +2.3% | +1.7% |
| 6M | -5.7% | +6.3% | -12.0% | -7.8% |
| YTD | +2.8% | -43.3% | +46.1% | +8.9% |
| 1Y | -14.4% | -56.1% | +41.7% | -6.5% |
| 3Y | +52.2% | -51.1% | +103.3% | +55.1% |
| 5Y | +154.3% | -78.5% | +232.8% | +142.2% |
| All | +133.2% | -51.7% | +184.9% | +142.8% |
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