-40.6%
TOST vs MNDY
-75.6%
+35.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | +1.4% |
| 7D | +9.4% | -8.0% | +17.5% | +13.4% |
| 30D | +13.5% | +5.3% | +8.2% | +10.3% |
| 3M | -0.1% | +0.4% | -0.6% | -3.1% |
| 6M | +22.5% | +18.9% | +3.6% | +8.5% |
| YTD | -2.4% | -40.4% | +38.0% | +15.0% |
| 1Y | -4.7% | -51.4% | +46.7% | +22.0% |
| 3Y | +103.2% | -32.3% | +135.5% | +79.3% |
| All | -40.6% | -75.6% | +35.0% | -20.5% |
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