+184.8%
TER vs MNDY
-47.4%
+232.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.4% | +11.9% | +6.5% |
| 7D | +0.6% | -9.6% | +10.2% | +2.1% |
| 30D | -8.3% | -0.4% | -7.9% | -8.8% |
| 3M | -12.2% | +4.3% | -16.5% | -14.2% |
| 6M | +17.1% | +19.8% | -2.7% | +9.4% |
| YTD | +84.7% | -38.3% | +123.0% | +95.4% |
| 1Y | +199.9% | -50.1% | +250.0% | +229.6% |
| 3Y | +232.8% | -48.4% | +281.2% | +245.9% |
| 5Y | +198.6% | -76.0% | +274.6% | +196.2% |
| All | +184.8% | -47.4% | +232.2% | +182.6% |
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