+125.0%
URI vs MNDY
-52.1%
+177.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.1% | +8.7% | +1.6% |
| 7D | +2.5% | -13.3% | +15.8% | +4.4% |
| 30D | -12.5% | -10.2% | -2.4% | -11.6% |
| 3M | -6.2% | -0.1% | -6.1% | -7.0% |
| 6M | +25.9% | +6.3% | +19.6% | +22.1% |
| YTD | +26.2% | -43.3% | +69.5% | +38.0% |
| 1Y | +5.5% | -56.1% | +61.6% | +20.4% |
| 3Y | +125.0% | -51.1% | +176.1% | +136.2% |
| All | +125.0% | -52.1% | +177.1% | +136.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling