+27.9%
PSA vs MNDY
-51.7%
+79.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.1% | +8.0% | +0.3% |
| 7D | -0.4% | -13.3% | +12.9% | +0.3% |
| 30D | -8.2% | -10.2% | +2.0% | -7.7% |
| 3M | -2.1% | -0.1% | -2.0% | -2.4% |
| 6M | -0.2% | +6.3% | -6.5% | -1.1% |
| YTD | +18.5% | -43.3% | +61.8% | +21.4% |
| 1Y | +6.6% | -56.1% | +62.7% | +10.6% |
| 3Y | +24.5% | -51.1% | +75.6% | +26.0% |
| 5Y | +13.6% | -78.5% | +92.1% | +11.5% |
| All | +27.9% | -51.7% | +79.6% | +27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling