+280.3%
TER vs MNDY
-51.3%
+331.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -8.1% | +12.3% | +4.9% |
| 7D | +11.0% | -13.3% | +24.3% | +12.1% |
| 30D | -1.9% | -10.2% | +8.3% | -1.3% |
| 3M | -0.7% | -0.1% | -0.6% | -1.4% |
| 6M | +36.4% | +6.3% | +30.0% | +32.2% |
| YTD | +92.4% | -43.3% | +135.7% | +111.4% |
| 1Y | +213.5% | -56.1% | +269.6% | +263.6% |
| All | +280.3% | -51.3% | +331.6% | +320.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling