+43.5%
UBER vs MNDY
-53.2%
+96.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.0% |
| 7D | -7.0% | -14.1% | +7.1% | -3.4% |
| 30D | -8.9% | -8.5% | -0.4% | -7.3% |
| 3M | +1.0% | -2.5% | +3.5% | +0.4% |
| 6M | -3.7% | +0.1% | -3.8% | -6.2% |
| YTD | -13.0% | -45.0% | +32.0% | -2.1% |
| 1Y | -25.5% | -58.1% | +32.6% | -10.5% |
| 3Y | +50.5% | -52.6% | +103.1% | +60.0% |
| 5Y | +76.2% | -79.3% | +155.4% | +84.8% |
| All | +43.5% | -53.2% | +96.6% | +29.6% |
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