+269.3%
THC vs MNDY
-79.2%
+348.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.7% |
| 7D | +0.2% | -19.8% | +20.0% | +3.6% |
| 30D | +9.0% | -8.4% | +17.4% | +10.2% |
| 3M | +12.9% | -11.2% | +24.2% | +13.9% |
| 6M | +52.8% | +0.9% | +51.9% | +49.9% |
| YTD | +47.4% | -47.4% | +94.8% | +58.5% |
| 1Y | +47.7% | -53.0% | +100.7% | +61.5% |
| 3Y | +444.7% | -44.6% | +489.2% | +438.3% |
| 5Y | +269.3% | -78.7% | +347.9% | +284.0% |
| All | +269.3% | -79.2% | +348.5% | +284.0% |
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 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