-31.9%
TECH vs MNDY
-47.4%
+15.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.9% |
| 7D | +0.1% | -9.6% | +9.7% | +1.5% |
| 30D | +0.7% | -0.4% | +1.1% | +0.4% |
| 3M | +36.3% | +4.3% | +32.0% | +34.4% |
| 6M | +25.6% | +19.8% | +5.8% | +20.4% |
| YTD | +23.7% | -38.3% | +62.0% | +29.9% |
| 1Y | +37.6% | -50.1% | +87.7% | +48.2% |
| 3Y | -6.6% | -48.4% | +41.8% | -4.9% |
| 5Y | -42.2% | -76.0% | +33.8% | -45.0% |
| All | -31.9% | -47.4% | +15.5% | -31.2% |
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