+303.0%
PR vs MNDY
-55.5%
+358.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.1% |
| 7D | +6.7% | -17.9% | +24.6% | +8.9% |
| 30D | -6.1% | -9.0% | +2.9% | -5.5% |
| 3M | +6.9% | -10.4% | +17.2% | +7.2% |
| 6M | +14.6% | +7.0% | +7.6% | +11.6% |
| YTD | +66.1% | -47.8% | +113.9% | +75.1% |
| 1Y | +77.0% | -51.6% | +128.6% | +88.3% |
| 3Y | +93.8% | -45.0% | +138.9% | +97.8% |
| 5Y | +268.2% | -78.8% | +347.1% | +291.5% |
| All | +303.0% | -55.5% | +358.6% | +300.6% |
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