+239.1%
TPR vs MNDY
-78.2%
+317.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -8.1% | +4.4% | -2.5% |
| 7D | -3.4% | -13.3% | +9.9% | -1.3% |
| 30D | -27.3% | -10.2% | -17.1% | -26.6% |
| 3M | -16.2% | -0.1% | -16.1% | -17.2% |
| 6M | -17.9% | +6.3% | -24.2% | -20.8% |
| YTD | -7.1% | -43.3% | +36.2% | -0.6% |
| 1Y | +13.6% | -56.1% | +69.7% | +27.0% |
| 3Y | +293.7% | -51.1% | +344.9% | +307.2% |
| 5Y | +239.1% | -78.5% | +317.6% | +232.2% |
| All | +239.1% | -78.2% | +317.3% | +232.2% |
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