+99.1%
TER vs MNDY
-55.0%
+154.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.2% | -6.6% | -5.6% |
| 7D | +14.4% | -11.3% | +25.7% | +16.0% |
| 30D | -30.6% | -10.8% | -19.7% | -29.9% |
| 3M | -39.2% | -17.3% | -21.9% | -38.7% |
| 6M | -31.3% | +15.2% | -46.5% | -36.2% |
| YTD | +29.1% | -47.1% | +76.2% | +37.6% |
| 1Y | +47.4% | -51.4% | +98.9% | +60.0% |
| 3Y | +191.2% | -49.6% | +240.9% | +197.9% |
| 5Y | +74.0% | -78.6% | +152.6% | +73.8% |
| All | +99.1% | -55.0% | +154.0% | +99.0% |
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