+215.5%
UMC vs MNDY
-50.8%
+266.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.0% | -7.5% | -3.1% |
| 7D | +11.4% | -12.5% | +23.9% | +13.0% |
| 30D | +16.8% | -2.6% | +19.4% | +16.6% |
| 3M | +19.1% | +4.2% | +14.8% | +17.0% |
| 6M | +137.4% | +9.8% | +127.7% | +129.6% |
| YTD | +186.4% | -42.3% | +228.7% | +202.3% |
| 1Y | +229.1% | -54.5% | +283.6% | +258.7% |
| 3Y | +257.9% | -50.3% | +308.1% | +264.5% |
| 5Y | +137.5% | -77.1% | +214.6% | +129.1% |
| All | +215.5% | -50.8% | +266.3% | +216.2% |
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 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