+19.2%
UL vs MNDY
-77.7%
+96.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.0% | -6.4% | -1.5% |
| 7D | -4.1% | -12.5% | +8.4% | -3.7% |
| 30D | -1.2% | -2.6% | +1.4% | -1.2% |
| 3M | +6.0% | +4.2% | +1.7% | +5.7% |
| 6M | -5.5% | +9.8% | -15.2% | -6.0% |
| YTD | -3.3% | -42.3% | +39.0% | -2.1% |
| 1Y | -9.8% | -54.5% | +44.7% | -8.0% |
| 3Y | +20.1% | -50.3% | +70.4% | +19.6% |
| 5Y | +19.2% | -77.1% | +96.3% | +16.9% |
| All | +19.2% | -77.7% | +96.8% | +16.9% |
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 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