-25.4%
TRMB vs MNDY
-51.7%
+26.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.1% | +7.0% | +0.5% |
| 7D | -0.3% | -13.3% | +13.0% | +2.5% |
| 30D | -1.2% | -10.2% | +8.9% | +0.6% |
| 3M | +9.6% | -0.1% | +9.7% | +9.0% |
| 6M | -16.1% | +6.3% | -22.4% | -18.3% |
| YTD | -25.0% | -43.3% | +18.3% | -18.2% |
| 1Y | -27.7% | -56.1% | +28.4% | -17.7% |
| 3Y | +15.3% | -51.1% | +66.4% | +22.8% |
| 5Y | -37.4% | -78.5% | +41.1% | -35.3% |
| All | -25.4% | -51.7% | +26.3% | -22.0% |
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