-70.6%
S vs MNDY
-78.9%
+8.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.1% | +1.6% |
| 7D | -1.2% | -14.1% | +12.9% | +6.2% |
| 30D | -12.6% | -8.5% | -4.1% | -9.0% |
| 3M | +27.6% | -2.5% | +30.1% | +27.0% |
| 6M | +35.5% | +0.1% | +35.4% | +30.9% |
| YTD | +29.6% | -45.0% | +74.6% | +65.8% |
| 1Y | +8.1% | -58.1% | +66.2% | +56.0% |
| 3Y | +14.8% | -52.6% | +67.4% | +28.9% |
| 5Y | -70.6% | -79.3% | +8.7% | -58.2% |
| All | -70.6% | -78.9% | +8.4% | -58.2% |
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