+48.4%
PPL vs MNDY
-49.2%
+97.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.4% |
| 7D | +0.4% | -8.0% | +8.4% | +0.6% |
| 30D | +5.4% | +5.3% | +0.2% | +5.3% |
| 3M | +4.3% | +0.4% | +3.9% | +4.1% |
| 6M | -1.3% | +18.9% | -20.2% | -1.9% |
| YTD | +4.7% | -40.4% | +45.1% | +5.4% |
| 1Y | +1.3% | -51.4% | +52.7% | +2.4% |
| 3Y | +57.2% | -32.3% | +89.5% | +55.5% |
| 5Y | +48.2% | -74.9% | +123.2% | +43.6% |
| All | +48.4% | -49.2% | +97.6% | +51.4% |
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