+55.7%
PNC vs MNDY
-50.8%
+106.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.0% | -4.1% | +0.6% |
| 7D | -0.9% | -12.5% | +11.6% | +0.1% |
| 30D | -4.4% | -2.6% | -1.8% | -4.4% |
| 3M | +5.3% | +4.2% | +1.0% | +4.4% |
| 6M | +19.6% | +9.8% | +9.8% | +17.5% |
| YTD | +19.1% | -42.3% | +61.4% | +23.2% |
| 1Y | +24.3% | -54.5% | +78.9% | +31.0% |
| 3Y | +132.2% | -50.3% | +182.4% | +137.5% |
| 5Y | +52.3% | -77.1% | +129.4% | +48.7% |
| All | +55.7% | -50.8% | +106.5% | +62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling