+41.0%
T vs MNDY
-55.0%
+95.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | 0.0% |
| 7D | +2.5% | -11.3% | +13.8% | +2.7% |
| 30D | -3.8% | -10.8% | +7.1% | -3.6% |
| 3M | -8.7% | -17.3% | +8.5% | -8.6% |
| 6M | -8.1% | +15.2% | -23.3% | -8.2% |
| YTD | -6.4% | -47.1% | +40.7% | -5.9% |
| 1Y | -9.8% | -51.4% | +41.7% | -9.2% |
| 3Y | +65.5% | -49.6% | +115.1% | +65.2% |
| 5Y | +57.0% | -78.6% | +135.5% | +51.0% |
| All | +41.0% | -55.0% | +95.9% | +39.8% |
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