-55.5%
ROKU vs MNDY
-49.8%
-5.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | -0.2% |
| 7D | -0.4% | -4.6% | +4.2% | +1.1% |
| 30D | +2.1% | +1.0% | +1.0% | +0.5% |
| 3M | +29.5% | +9.1% | +20.4% | +22.2% |
| 6M | +53.8% | +14.2% | +39.6% | +39.4% |
| YTD | +42.8% | -41.1% | +84.0% | +63.4% |
| 1Y | +60.7% | -54.7% | +115.5% | +100.5% |
| 3Y | +83.9% | -50.6% | +134.5% | +92.8% |
| 5Y | -52.8% | -76.7% | +23.8% | -52.1% |
| All | -55.5% | -49.8% | -5.6% | -57.4% |
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