+146.0%
QLD vs MNDY
-50.1%
+196.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -2.7% |
| 7D | +7.0% | -11.3% | +18.3% | +9.5% |
| 30D | -14.3% | -10.8% | -3.5% | -12.8% |
| 3M | -16.0% | -17.3% | +1.3% | -13.9% |
| 6M | -14.2% | +15.2% | -29.4% | -21.1% |
| YTD | +12.8% | -47.1% | +59.9% | +29.0% |
| 1Y | +14.1% | -51.4% | +65.5% | +34.0% |
| 3Y | +146.0% | -49.6% | +195.6% | +178.4% |
| All | +146.0% | -50.1% | +196.0% | +178.4% |
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 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