+96.9%
PSX vs MNDY
-51.7%
+148.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.4% | -8.0% | -4.6% |
| 7D | -5.2% | -1.0% | -4.1% | -5.1% |
| 30D | -3.7% | +17.1% | -20.8% | -4.0% |
| 3M | +26.8% | +3.2% | +23.6% | +26.5% |
| 6M | +47.3% | +25.2% | +22.1% | +45.3% |
| YTD | +105.4% | -34.4% | +139.8% | +103.4% |
| 1Y | +96.9% | -49.8% | +146.7% | +102.3% |
| All | +96.9% | -51.7% | +148.6% | +102.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling