+39.1%
PL vs MNDY
-55.0%
+94.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.9% | -1.0% |
| 7D | +10.0% | -11.3% | +21.3% | +13.1% |
| 30D | -2.3% | -10.8% | +8.6% | -0.5% |
| 3M | -44.2% | -17.3% | -26.9% | -42.8% |
| 6M | -66.1% | +15.2% | -81.3% | -69.3% |
| YTD | -30.0% | -47.1% | +17.2% | -21.4% |
| 1Y | +21.0% | -51.4% | +72.5% | +39.7% |
| 3Y | +516.5% | -49.6% | +566.1% | +576.8% |
| 5Y | +32.0% | -78.6% | +110.6% | +45.0% |
| All | +39.1% | -55.0% | +94.0% | +55.0% |
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