-20.3%
PNR vs MNDY
-76.8%
+56.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -0.6% |
| 7D | -6.0% | -4.6% | -1.4% | -5.4% |
| 30D | -14.0% | +1.0% | -15.0% | -14.4% |
| 3M | -21.7% | +9.1% | -30.8% | -23.2% |
| 6M | -37.3% | +14.2% | -51.5% | -39.5% |
| YTD | -45.1% | -41.1% | -4.0% | -41.7% |
| 1Y | -49.1% | -54.7% | +5.6% | -44.1% |
| 3Y | -14.8% | -50.6% | +35.7% | -11.8% |
| All | -20.3% | -76.8% | +56.5% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling