-19.2%
TRI vs MNDY
-49.4%
+30.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.3% |
| 7D | -7.9% | -4.6% | -3.2% | -7.0% |
| 30D | -4.5% | +1.0% | -5.5% | -4.7% |
| 3M | +22.1% | +9.1% | +13.0% | +20.2% |
| 6M | -2.8% | +14.2% | -17.0% | -5.2% |
| YTD | -23.4% | -41.1% | +17.7% | -20.0% |
| 1Y | -41.5% | -54.7% | +13.2% | -37.6% |
| 3Y | -19.2% | -50.6% | +31.4% | -15.9% |
| All | -19.2% | -49.4% | +30.2% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling