-87.7%
TMF vs MNDY
-78.2%
-9.5%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.1% | +8.0% | +0.3% |
| 7D | +1.0% | -13.3% | +14.3% | +1.7% |
| 30D | -1.8% | -10.2% | +8.3% | -1.4% |
| 3M | -8.2% | -0.1% | -8.1% | -8.4% |
| 6M | -19.5% | +6.3% | -25.8% | -20.2% |
| YTD | -16.0% | -43.3% | +27.3% | -13.9% |
| 1Y | -22.5% | -56.1% | +33.6% | -19.7% |
| 3Y | -42.3% | -51.1% | +8.9% | -42.4% |
| 5Y | -87.7% | -78.5% | -9.2% | -87.8% |
| All | -87.7% | -78.2% | -9.5% | -87.8% |
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