+44.2%
PPL vs MNDY
-51.7%
+95.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.1% | +8.0% | +0.1% |
| 7D | +1.8% | -13.3% | +15.1% | +2.0% |
| 30D | -1.1% | -10.2% | +9.1% | -0.9% |
| 3M | 0.0% | -0.1% | +0.1% | -0.1% |
| 6M | -7.6% | +6.3% | -13.9% | -7.9% |
| YTD | +1.7% | -43.3% | +45.0% | +2.6% |
| 1Y | +1.5% | -56.1% | +57.6% | +2.9% |
| 3Y | +55.3% | -51.1% | +106.4% | +55.0% |
| 5Y | +37.7% | -78.5% | +116.2% | +33.3% |
| All | +44.2% | -51.7% | +95.9% | +47.3% |
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