+79.4%
PL vs MNDY
-51.7%
+131.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.1% | +6.4% | +0.6% |
| 7D | -7.5% | -13.3% | +5.8% | -3.9% |
| 30D | -25.6% | -10.2% | -15.4% | -23.9% |
| 3M | -45.6% | -0.1% | -45.5% | -46.7% |
| 6M | -29.5% | +6.3% | -35.9% | -33.9% |
| YTD | -9.7% | -43.3% | +33.6% | +1.5% |
| 1Y | +84.4% | -56.1% | +140.5% | +123.1% |
| 3Y | +550.0% | -51.1% | +601.1% | +634.2% |
| 5Y | +79.0% | -78.5% | +157.5% | +97.4% |
| All | +79.4% | -51.7% | +131.0% | +100.3% |
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