+43.7%
PTC vs MNDY
-55.0%
+98.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.4% | -0.4% |
| 7D | +0.5% | -11.3% | +11.8% | +2.5% |
| 30D | +1.2% | -10.8% | +12.0% | +2.8% |
| 3M | +27.4% | -17.3% | +44.6% | +30.9% |
| 6M | +39.2% | +15.2% | +24.0% | +34.6% |
| YTD | +12.5% | -47.1% | +59.6% | +22.0% |
| 1Y | +12.3% | -51.4% | +63.7% | +23.4% |
| 3Y | +28.8% | -49.6% | +78.5% | +34.4% |
| 5Y | +60.9% | -78.6% | +139.4% | +59.3% |
| All | +43.7% | -55.0% | +98.7% | +46.7% |
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 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