-51.3%
TE vs MNDY
-53.2%
+1.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | +0.1% | -2.1% |
| 7D | +15.0% | -14.1% | +29.1% | +19.5% |
| 30D | -7.5% | -8.5% | +0.9% | -6.1% |
| 3M | -42.0% | -2.5% | -39.4% | -43.3% |
| 6M | -31.4% | +0.1% | -31.5% | -34.8% |
| YTD | -26.5% | -45.0% | +18.5% | -17.3% |
| 1Y | +153.1% | -58.1% | +211.2% | +206.1% |
| 3Y | -20.7% | -52.6% | +31.9% | -14.5% |
| 5Y | -45.4% | -79.3% | +33.8% | -40.3% |
| All | -51.3% | -53.2% | +1.9% | -46.6% |
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