-42.3%
TMF vs MNDY
-52.1%
+9.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.1% | +8.0% | +0.1% |
| 7D | +1.0% | -13.3% | +14.3% | +1.4% |
| 30D | -1.8% | -10.2% | +8.3% | -1.6% |
| 3M | -8.2% | -0.1% | -8.1% | -8.3% |
| 6M | -19.5% | +6.3% | -25.8% | -19.7% |
| YTD | -16.0% | -43.3% | +27.3% | -14.8% |
| 1Y | -22.5% | -56.1% | +33.6% | -20.9% |
| 3Y | -42.3% | -51.1% | +8.9% | -48.1% |
| All | -42.3% | -52.1% | +9.8% | -48.1% |
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 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