+13.5%
PSA vs MNDY
-77.7%
+91.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -0.3% |
| 7D | -3.6% | -12.5% | +8.9% | -3.0% |
| 30D | -9.4% | -2.6% | -6.8% | -9.3% |
| 3M | -8.2% | +4.2% | -12.4% | -8.6% |
| 6M | -1.8% | +9.8% | -11.6% | -2.9% |
| YTD | +15.7% | -42.3% | +58.0% | +18.7% |
| 1Y | +6.3% | -54.5% | +60.8% | +10.4% |
| 3Y | +21.6% | -50.3% | +71.8% | +23.0% |
| 5Y | +13.5% | -77.1% | +90.6% | +9.5% |
| All | +13.5% | -77.7% | +91.1% | +9.5% |
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