+243.4%
PSX vs MNDY
-51.7%
+295.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.1% | +9.7% | +2.0% |
| 7D | +2.8% | -13.3% | +16.1% | +3.5% |
| 30D | +27.8% | -10.2% | +37.9% | +28.2% |
| 3M | +42.0% | -0.1% | +42.1% | +41.5% |
| 6M | +58.1% | +6.3% | +51.8% | +56.6% |
| YTD | +105.0% | -43.3% | +148.3% | +109.2% |
| 1Y | +104.9% | -56.1% | +161.0% | +111.6% |
| 3Y | +134.1% | -51.1% | +185.2% | +140.3% |
| 5Y | +363.8% | -78.5% | +442.3% | +367.9% |
| All | +243.4% | -51.7% | +295.0% | +256.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling