-9.8%
TRI vs MNDY
-76.8%
+67.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.4% |
| 7D | -7.9% | -4.6% | -3.2% | -7.3% |
| 30D | -4.5% | +1.0% | -5.5% | -4.6% |
| 3M | +22.1% | +9.1% | +13.0% | +20.7% |
| 6M | -2.8% | +14.2% | -17.0% | -4.5% |
| 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% | -16.9% |
| All | -9.8% | -76.8% | +67.0% | -8.6% |
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