+702.6%
UMAC vs MNDY
-62.6%
+765.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.1% | -3.3% | -5.8% |
| 7D | +3.3% | -14.1% | +17.4% | +6.3% |
| 30D | -10.4% | -8.5% | -1.9% | -9.5% |
| 3M | +1.8% | -2.5% | +4.3% | +0.2% |
| 6M | +40.7% | +0.1% | +40.7% | +35.8% |
| YTD | +90.9% | -45.0% | +135.9% | +114.9% |
| 1Y | +151.8% | -58.1% | +209.9% | +208.1% |
| All | +702.6% | -62.6% | +765.3% | +885.8% |
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