+17.9%
SHOP vs MNDY
-47.4%
+65.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.4% | +5.9% | +2.2% |
| 7D | -5.1% | -9.6% | +4.5% | -1.1% |
| 30D | +0.6% | -0.4% | +1.0% | 0.0% |
| 3M | +25.0% | +4.3% | +20.7% | +21.0% |
| 6M | +11.9% | +19.8% | -7.9% | +0.8% |
| YTD | -9.9% | -38.3% | +28.4% | +5.2% |
| 1Y | 0.0% | -50.1% | +50.0% | +25.2% |
| 3Y | +117.5% | -48.4% | +165.9% | +137.7% |
| 5Y | -6.6% | -76.0% | +69.4% | +0.5% |
| All | +17.9% | -47.4% | +65.3% | +18.5% |
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