+79.3%
PR vs MNDY
-48.4%
+127.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.4% | +4.8% | -1.0% |
| 7D | +2.9% | -9.6% | +12.5% | +3.9% |
| 30D | +18.0% | -0.4% | +18.5% | +17.7% |
| 3M | +16.9% | +4.3% | +12.6% | +15.7% |
| 6M | +28.2% | +19.8% | +8.4% | +24.1% |
| YTD | +69.3% | -38.3% | +107.6% | +77.6% |
| 1Y | +69.5% | -50.1% | +119.6% | +82.3% |
| All | +79.3% | -48.4% | +127.8% | +93.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling