+71.7%
TER vs MNDY
-78.9%
+150.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.2% | -6.6% | -5.6% |
| 7D | +14.4% | -11.3% | +25.7% | +16.2% |
| 30D | -30.6% | -10.8% | -19.7% | -29.8% |
| 3M | -39.2% | -17.3% | -21.9% | -38.6% |
| 6M | -31.3% | +15.2% | -46.5% | -36.8% |
| YTD | +29.1% | -47.1% | +76.2% | +38.8% |
| 1Y | +47.4% | -51.4% | +98.9% | +61.8% |
| 3Y | +191.2% | -49.6% | +240.9% | +195.3% |
| All | +71.7% | -78.9% | +150.5% | +86.6% |
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 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