+1.1%
UL vs MNDY
-51.7%
+52.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.2% | +3.1% |
| 7D | +4.7% | -1.0% | +5.7% | +4.7% |
| 30D | +11.6% | +17.1% | -5.5% | +11.0% |
| 3M | +5.3% | +3.2% | +2.1% | +5.0% |
| 6M | +16.0% | +25.2% | -9.1% | +15.8% |
| YTD | +5.0% | -34.4% | +39.4% | +3.0% |
| 1Y | +1.1% | -49.8% | +50.9% | +1.2% |
| All | +1.1% | -51.7% | +52.8% | +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