+111.6%
SPOT vs MNDY
-53.2%
+164.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.2% |
| 7D | -6.5% | -14.1% | +7.6% | -2.7% |
| 30D | +2.2% | -8.5% | +10.7% | +4.1% |
| 3M | +5.4% | -2.5% | +7.9% | +4.8% |
| 6M | -4.0% | +0.1% | -4.1% | -6.8% |
| YTD | -9.9% | -45.0% | +35.1% | +2.1% |
| 1Y | -27.3% | -58.1% | +30.8% | -12.0% |
| 3Y | +236.4% | -52.6% | +289.0% | +258.5% |
| 5Y | +112.6% | -79.3% | +191.9% | +117.4% |
| All | +111.6% | -53.2% | +164.7% | +104.4% |
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