+243.8%
PSX vs MNDY
-49.8%
+293.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.3% |
| 7D | +1.7% | -4.6% | +6.4% | +1.9% |
| 30D | +15.6% | +1.0% | +14.6% | +15.4% |
| 3M | +46.5% | +9.1% | +37.3% | +45.3% |
| 6M | +55.0% | +14.2% | +40.8% | +53.0% |
| YTD | +105.3% | -41.1% | +146.4% | +109.1% |
| 1Y | +101.6% | -54.7% | +156.3% | +107.9% |
| 3Y | +134.1% | -50.6% | +184.7% | +140.1% |
| 5Y | +368.7% | -76.7% | +445.3% | +372.5% |
| All | +243.8% | -49.8% | +293.6% | +256.4% |
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