-53.2%
S vs MNDY
-60.7%
+7.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.4% | +6.8% | +3.4% |
| 7D | -7.7% | -9.6% | +1.9% | -3.3% |
| 30D | -5.3% | -0.4% | -4.9% | -5.6% |
| 3M | +20.3% | +4.3% | +16.0% | +16.4% |
| 6M | +47.4% | +19.8% | +27.6% | +31.6% |
| YTD | +32.5% | -38.3% | +70.8% | +58.4% |
| 1Y | +9.5% | -50.1% | +59.6% | +42.2% |
| 3Y | +15.5% | -48.4% | +63.9% | +26.7% |
| 5Y | -71.2% | -76.0% | +4.8% | -65.2% |
| All | -53.2% | -60.7% | +7.4% | -43.5% |
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