+177.5%
QLD vs MNDY
-47.4%
+224.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.4% | +6.8% | +2.3% |
| 7D | +0.6% | -9.6% | +10.1% | +3.6% |
| 30D | -0.1% | -0.4% | +0.3% | -0.7% |
| 3M | -8.4% | +4.3% | -12.7% | -11.3% |
| 6M | +32.2% | +19.8% | +12.4% | +19.7% |
| YTD | +28.9% | -38.3% | +67.2% | +42.6% |
| 1Y | +43.8% | -50.1% | +93.9% | +68.4% |
| 3Y | +176.6% | -48.4% | +225.0% | +198.6% |
| 5Y | +121.6% | -76.0% | +197.6% | +128.2% |
| All | +177.5% | -47.4% | +224.9% | +193.4% |
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 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