+2.8%
TLT vs MNDY
-50.1%
+52.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.7% | -0.4% |
| 7D | -3.1% | -11.3% | +8.2% | -3.0% |
| 30D | +1.0% | -10.8% | +11.9% | +1.2% |
| 3M | -2.7% | -17.3% | +14.6% | -2.6% |
| 6M | -4.1% | +15.2% | -19.4% | -4.2% |
| YTD | -5.4% | -47.1% | +41.8% | -5.0% |
| 1Y | -7.0% | -51.4% | +44.4% | -6.6% |
| 3Y | +2.8% | -49.6% | +52.5% | +3.9% |
| All | +2.8% | -50.1% | +52.9% | +3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling