+44.4%
PPL vs MNDY
-47.4%
+91.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.1% |
| 7D | +2.7% | -9.6% | +12.2% | +2.8% |
| 30D | +0.5% | -0.4% | +0.9% | +0.4% |
| 3M | +0.7% | +4.3% | -3.6% | +0.5% |
| 6M | -7.6% | +19.8% | -27.4% | -8.1% |
| YTD | +1.8% | -38.3% | +40.1% | +2.6% |
| 1Y | -0.8% | -50.1% | +49.3% | +0.4% |
| 3Y | +56.9% | -48.4% | +105.3% | +56.6% |
| 5Y | +39.5% | -76.0% | +115.5% | +34.9% |
| All | +44.4% | -47.4% | +91.8% | +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 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