+238.0%
PSX vs MNDY
-47.4%
+285.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.4% | +6.6% | +0.5% |
| 7D | +4.5% | -9.6% | +14.1% | +5.0% |
| 30D | +26.6% | -0.4% | +27.0% | +26.4% |
| 3M | +39.3% | +4.3% | +35.0% | +38.5% |
| 6M | +56.8% | +19.8% | +37.0% | +54.4% |
| YTD | +101.8% | -38.3% | +140.1% | +105.1% |
| 1Y | +99.6% | -50.1% | +149.7% | +104.8% |
| 3Y | +140.3% | -48.4% | +188.8% | +146.0% |
| 5Y | +339.3% | -76.0% | +415.4% | +341.8% |
| All | +238.0% | -47.4% | +285.4% | +249.7% |
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 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