+134.1%
PSX vs MNDY
-49.4%
+183.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.2% |
| 7D | +1.7% | -4.6% | +6.4% | +2.1% |
| 30D | +15.6% | +1.0% | +14.6% | +15.2% |
| 3M | +46.5% | +9.1% | +37.3% | +44.3% |
| 6M | +55.0% | +14.2% | +40.8% | +51.3% |
| YTD | +105.3% | -41.1% | +146.4% | +113.3% |
| 1Y | +101.6% | -54.7% | +156.3% | +114.8% |
| 3Y | +134.1% | -50.6% | +184.7% | +147.5% |
| All | +134.1% | -49.4% | +183.6% | +147.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling