+13.0%
TRMB vs MNDY
-52.8%
+65.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.7% | -1.7% |
| 7D | -2.9% | -14.1% | +11.2% | +0.3% |
| 30D | -1.8% | -8.5% | +6.7% | -0.1% |
| 3M | +8.4% | -2.5% | +11.0% | +8.3% |
| 6M | -18.5% | +0.1% | -18.6% | -19.8% |
| YTD | -26.7% | -45.0% | +18.3% | -18.7% |
| 1Y | -28.3% | -58.1% | +29.8% | -16.2% |
| All | +13.0% | -52.8% | +65.8% | +27.1% |
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