-49.3%
TE vs MNDY
-76.8%
+27.5%
-94.1%
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% | +0.1% |
| 7D | +0.2% | -4.6% | +4.9% | +1.2% |
| 30D | -5.9% | +1.0% | -7.0% | -7.4% |
| 3M | -45.6% | +9.1% | -54.7% | -48.8% |
| 6M | -43.4% | +14.2% | -57.6% | -48.6% |
| YTD | -31.0% | -41.1% | +10.2% | -23.3% |
| 1Y | +145.2% | -54.7% | +199.9% | +193.7% |
| 3Y | -24.1% | -50.6% | +26.5% | -19.5% |
| All | -49.3% | -76.8% | +27.5% | -41.5% |
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 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