+148.7%
PM vs MNDY
-50.8%
+199.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.0% | -2.8% | +2.1% |
| 7D | +1.9% | -12.5% | +14.4% | +2.0% |
| 30D | +1.9% | -2.6% | +4.5% | +1.9% |
| 3M | +4.6% | +4.2% | +0.3% | +4.5% |
| 6M | +11.7% | +9.8% | +1.9% | +11.5% |
| YTD | +20.4% | -42.3% | +62.6% | +20.7% |
| 1Y | +19.0% | -54.5% | +73.5% | +19.4% |
| 3Y | +130.4% | -50.3% | +180.6% | +130.2% |
| 5Y | +131.5% | -77.1% | +208.6% | +127.6% |
| All | +148.7% | -50.8% | +199.5% | +142.6% |
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