+56.5%
PNC vs MNDY
-49.8%
+106.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | +0.4% |
| 7D | -0.6% | -4.6% | +4.1% | -0.2% |
| 30D | -4.4% | +1.0% | -5.4% | -4.7% |
| 3M | +5.2% | +9.1% | -3.9% | +4.0% |
| 6M | +20.6% | +14.2% | +6.4% | +18.1% |
| YTD | +19.8% | -41.1% | +60.9% | +23.7% |
| 1Y | +24.4% | -54.7% | +79.2% | +31.2% |
| 3Y | +131.2% | -50.6% | +181.8% | +136.6% |
| 5Y | +53.1% | -76.7% | +129.8% | +49.2% |
| All | +56.5% | -49.8% | +106.4% | +62.7% |
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