-37.0%
UPS vs MNDY
-51.7%
+14.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.1% | +6.4% | -1.1% |
| 7D | -2.1% | -13.3% | +11.2% | -1.1% |
| 30D | -2.3% | -10.2% | +7.8% | -1.7% |
| 3M | -5.2% | -0.1% | -5.1% | -5.5% |
| 6M | +1.4% | +6.3% | -4.9% | +0.1% |
| YTD | +6.1% | -43.3% | +49.4% | +10.0% |
| 1Y | +27.0% | -56.1% | +83.1% | +34.3% |
| 3Y | -25.9% | -51.1% | +25.2% | -24.2% |
| 5Y | -34.6% | -78.5% | +43.9% | -37.0% |
| All | -37.0% | -51.7% | +14.6% | -34.9% |
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 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