+105.6%
TD vs MNDY
-51.7%
+157.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.1% | +7.2% | -0.5% |
| 7D | +0.9% | -13.3% | +14.2% | +1.5% |
| 30D | -0.7% | -10.2% | +9.5% | -0.2% |
| 3M | +6.3% | -0.1% | +6.4% | +6.0% |
| 6M | +27.9% | +6.3% | +21.6% | +26.7% |
| YTD | +29.8% | -43.3% | +73.1% | +32.9% |
| 1Y | +63.7% | -56.1% | +119.8% | +69.7% |
| 3Y | +128.3% | -51.1% | +179.5% | +131.3% |
| 5Y | +125.5% | -78.5% | +204.0% | +120.6% |
| All | +105.6% | -51.7% | +157.2% | +106.3% |
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