+262.6%
THC vs MNDY
-78.9%
+341.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.1% | +6.9% | +4.3% |
| 7D | +4.1% | -14.1% | +18.2% | +6.4% |
| 30D | +3.5% | -8.5% | +12.0% | +4.5% |
| 3M | +61.7% | -2.5% | +64.3% | +61.3% |
| 6M | +11.8% | +0.1% | +11.8% | +10.1% |
| YTD | +35.4% | -45.0% | +80.4% | +45.2% |
| 1Y | +37.0% | -58.1% | +95.1% | +52.5% |
| 3Y | +260.1% | -52.6% | +312.7% | +269.0% |
| 5Y | +262.6% | -79.3% | +341.9% | +269.1% |
| All | +262.6% | -78.9% | +341.5% | +269.1% |
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