+126.9%
TD vs MNDY
-76.8%
+203.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.6% |
| 7D | -0.5% | -4.6% | +4.1% | -0.3% |
| 30D | -1.9% | +1.0% | -2.9% | -2.1% |
| 3M | +4.8% | +9.1% | -4.4% | +3.9% |
| 6M | +28.0% | +14.2% | +13.8% | +26.1% |
| YTD | +30.3% | -41.1% | +71.4% | +33.5% |
| 1Y | +59.8% | -54.7% | +114.5% | +66.2% |
| 3Y | +124.7% | -50.6% | +175.3% | +127.5% |
| All | +126.9% | -76.8% | +203.7% | +123.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling