+76.5%
SPY vs MNDY
-52.8%
+129.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.2% |
| 7D | -0.4% | -14.1% | +13.8% | +1.1% |
| 30D | -1.4% | -8.5% | +7.1% | -0.7% |
| 3M | +3.7% | -2.5% | +6.3% | +3.4% |
| 6M | +13.0% | +0.1% | +12.9% | +11.7% |
| YTD | +12.4% | -45.0% | +57.4% | +18.9% |
| 1Y | +18.5% | -58.1% | +76.6% | +29.3% |
| All | +76.5% | -52.8% | +129.2% | +86.5% |
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 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