+122.2%
PM vs MNDY
-51.3%
+173.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -8.1% | +9.3% | +1.3% |
| 7D | -1.3% | -13.3% | +12.0% | -1.2% |
| 30D | -2.6% | -10.2% | +7.6% | -2.5% |
| 3M | +5.8% | -0.1% | +5.9% | +5.7% |
| 6M | +10.6% | +6.3% | +4.2% | +10.4% |
| YTD | +17.2% | -43.3% | +60.5% | +17.3% |
| 1Y | +17.6% | -56.1% | +73.8% | +18.0% |
| All | +122.2% | -51.3% | +173.5% | +125.6% |
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 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