-57.6%
U vs MNDY
-51.7%
-5.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.1% | +10.7% | +6.6% |
| 7D | +4.5% | -13.3% | +17.8% | +11.5% |
| 30D | -0.6% | -10.2% | +9.6% | +3.2% |
| 3M | +48.4% | -0.1% | +48.5% | +44.1% |
| 6M | +115.4% | +6.3% | +109.1% | +97.7% |
| YTD | -3.2% | -43.3% | +40.1% | +20.0% |
| 1Y | -6.0% | -56.1% | +50.1% | +30.5% |
| 3Y | +13.5% | -51.1% | +64.6% | +22.8% |
| 5Y | -68.0% | -78.5% | +10.5% | -63.9% |
| All | -57.6% | -51.7% | -5.9% | -56.9% |
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