+32.0%
Q vs MNDY
-59.1%
+91.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.8% | +1.5% |
| 7D | +6.6% | -14.1% | +20.7% | +5.0% |
| 30D | -6.6% | -8.5% | +1.9% | -7.1% |
| 3M | -13.2% | -2.5% | -10.7% | -11.7% |
| 6M | +9.9% | +0.1% | +9.9% | +11.5% |
| YTD | +53.9% | -45.0% | +99.0% | +58.4% |
| All | +32.0% | -59.1% | +91.1% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling