+12.1%
UL vs MNDY
-51.7%
+63.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.1% | +7.1% | -0.8% |
| 7D | -1.3% | -13.3% | +12.0% | -0.9% |
| 30D | +0.9% | -10.2% | +11.1% | +1.2% |
| 3M | +14.2% | -0.1% | +14.3% | +14.1% |
| 6M | -3.2% | +6.3% | -9.5% | -3.6% |
| YTD | -0.3% | -43.3% | +43.0% | +0.8% |
| 1Y | -8.8% | -56.1% | +47.3% | -7.1% |
| 3Y | +23.9% | -51.1% | +75.0% | +23.6% |
| 5Y | +21.4% | -78.5% | +99.9% | +18.8% |
| All | +12.1% | -51.7% | +63.8% | +13.0% |
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 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