-46.7%
TOST vs MNDY
-77.3%
+30.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.1% | +6.2% | +1.7% |
| 7D | -0.9% | -13.3% | +12.4% | +5.2% |
| 30D | -3.5% | -10.2% | +6.7% | -0.1% |
| 3M | +38.1% | -0.1% | +38.2% | +34.9% |
| 6M | +9.9% | +6.3% | +3.6% | +3.0% |
| YTD | -6.3% | -43.3% | +37.0% | +14.3% |
| 1Y | -18.3% | -56.1% | +37.8% | +10.0% |
| 3Y | +59.7% | -51.1% | +110.9% | +69.9% |
| All | -46.7% | -77.3% | +30.6% | -25.7% |
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