+226.7%
TPR vs MNDY
-47.4%
+274.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.9% |
| 7D | -2.3% | -9.6% | +7.3% | -1.0% |
| 30D | -23.0% | -0.4% | -22.6% | -23.4% |
| 3M | -12.5% | +4.3% | -16.8% | -13.9% |
| 6M | -21.4% | +19.8% | -41.2% | -25.2% |
| YTD | -3.5% | -38.3% | +34.8% | +1.3% |
| 1Y | +17.4% | -50.1% | +67.4% | +27.1% |
| 3Y | +291.3% | -48.4% | +339.7% | +302.8% |
| 5Y | +241.9% | -76.0% | +317.9% | +222.3% |
| All | +226.7% | -47.4% | +274.1% | +224.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling