+154.4%
TRV vs MNDY
-77.3%
+231.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.0% | -4.5% | +0.4% |
| 7D | -1.5% | -12.5% | +11.0% | -1.2% |
| 30D | -1.8% | -2.6% | +0.8% | -1.8% |
| 3M | +21.6% | +4.2% | +17.3% | +21.4% |
| 6M | +22.5% | +9.8% | +12.7% | +22.0% |
| YTD | +28.1% | -42.3% | +70.4% | +28.9% |
| 1Y | +37.0% | -54.5% | +91.6% | +38.3% |
| 3Y | +141.9% | -50.3% | +192.1% | +144.2% |
| All | +154.4% | -77.3% | +231.7% | +154.3% |
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