+48.3%
UBER vs MNDY
-50.4%
+98.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.0% | -2.9% | +1.0% |
| 7D | -4.5% | -12.5% | +8.0% | -1.9% |
| 30D | -7.6% | -2.6% | -5.0% | -7.5% |
| 3M | +5.8% | +4.2% | +1.5% | +3.8% |
| 6M | +0.3% | +9.8% | -9.5% | -3.6% |
| YTD | -11.2% | -42.3% | +31.1% | -2.8% |
| 1Y | -23.0% | -54.5% | +31.6% | -11.5% |
| All | +48.3% | -50.4% | +98.7% | +54.0% |
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 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