+256.7%
TPR vs MNDY
-55.2%
+311.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -1.9% |
| 7D | +6.4% | -19.8% | +26.2% | +9.4% |
| 30D | +13.8% | -8.4% | +22.2% | +14.6% |
| 3M | -16.6% | -11.2% | -5.4% | -16.3% |
| 6M | +0.7% | +0.9% | -0.3% | -1.9% |
| YTD | +5.3% | -47.4% | +52.7% | +12.3% |
| 1Y | +32.4% | -53.0% | +85.4% | +43.7% |
| 3Y | +406.4% | -44.6% | +451.0% | +410.4% |
| 5Y | +227.9% | -78.7% | +306.6% | +214.2% |
| All | +256.7% | -55.2% | +311.8% | +259.0% |
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