+43.5%
PRU vs MNDY
-78.9%
+122.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.2% |
| 7D | -1.9% | -14.1% | +12.2% | -0.5% |
| 30D | -2.6% | -8.5% | +5.9% | -2.0% |
| 3M | +14.7% | -2.5% | +17.3% | +14.5% |
| 6M | +25.7% | +0.1% | +25.6% | +24.5% |
| YTD | +8.3% | -45.0% | +53.3% | +12.8% |
| 1Y | +17.3% | -58.1% | +75.4% | +24.9% |
| 3Y | +43.2% | -52.6% | +95.8% | +47.7% |
| 5Y | +43.5% | -79.3% | +122.8% | +45.5% |
| All | +43.5% | -78.9% | +122.5% | +45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling