+25.8%
PSA vs MNDY
-49.8%
+75.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.3% | +0.5% |
| 7D | -1.8% | -4.6% | +2.8% | -1.6% |
| 30D | -8.4% | +1.0% | -9.4% | -8.5% |
| 3M | -7.8% | +9.1% | -17.0% | -8.4% |
| 6M | +0.8% | +14.2% | -13.4% | -0.4% |
| YTD | +16.5% | -41.1% | +57.6% | +19.1% |
| 1Y | +4.7% | -54.7% | +59.4% | +8.5% |
| 3Y | +21.1% | -50.6% | +71.6% | +22.5% |
| 5Y | +14.2% | -76.7% | +90.8% | +11.9% |
| All | +25.8% | -49.8% | +75.6% | +24.8% |
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 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