+42.1%
PPL vs MNDY
-53.2%
+95.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.5% | -1.5% |
| 7D | 0.0% | -14.1% | +14.1% | +0.3% |
| 30D | -1.3% | -8.5% | +7.2% | -1.1% |
| 3M | -2.6% | -2.5% | 0.0% | -2.6% |
| 6M | -8.4% | +0.1% | -8.5% | -8.6% |
| YTD | +0.2% | -45.0% | +45.2% | +1.1% |
| 1Y | -0.2% | -58.1% | +57.9% | +1.2% |
| 3Y | +52.9% | -52.6% | +105.5% | +52.8% |
| 5Y | +36.8% | -79.3% | +116.1% | +32.5% |
| All | +42.1% | -53.2% | +95.2% | +45.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling