+228.2%
TER vs MNDY
-78.9%
+307.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.2% | +3.7% |
| 7D | +12.4% | -14.1% | +26.5% | +15.1% |
| 30D | +5.1% | -8.5% | +13.6% | +5.9% |
| 3M | +4.0% | -2.5% | +6.5% | +2.1% |
| 6M | +29.5% | +0.1% | +29.5% | +24.2% |
| YTD | +98.5% | -45.0% | +143.5% | +115.2% |
| 1Y | +234.1% | -58.1% | +292.2% | +283.7% |
| 3Y | +289.0% | -52.6% | +341.7% | +307.7% |
| 5Y | +228.2% | -79.3% | +307.4% | +250.8% |
| All | +228.2% | -78.9% | +307.1% | +250.8% |
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