+38.3%
S vs MNDY
-50.1%
+88.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.8% |
| 7D | +2.0% | -11.3% | +13.3% | +5.9% |
| 30D | -2.7% | -10.8% | +8.1% | +0.2% |
| 3M | -6.9% | -17.3% | +10.4% | -1.9% |
| 6M | +38.1% | +15.2% | +22.8% | +27.9% |
| YTD | +48.0% | -47.1% | +95.1% | +75.3% |
| 1Y | +34.5% | -51.4% | +85.9% | +63.5% |
| 3Y | +38.3% | -49.6% | +87.9% | +89.6% |
| All | +38.3% | -50.1% | +88.4% | +89.6% |
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