-9.7%
TRU vs MNDY
-50.1%
+40.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -6.4% | +0.5% | -4.3% |
| 7D | -6.8% | -9.6% | +2.8% | -4.4% |
| 30D | 0.0% | -0.4% | +0.5% | -0.2% |
| 3M | +13.3% | +4.3% | +9.0% | +10.9% |
| 6M | +3.4% | +19.8% | -16.3% | -2.4% |
| YTD | -6.4% | -38.3% | +31.9% | -1.0% |
| 1Y | -9.7% | -50.1% | +40.4% | -1.2% |
| All | -9.7% | -50.1% | +40.4% | -1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling