+294.8%
URI vs MNDY
-55.2%
+350.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.5% | +3.9% |
| 7D | +2.6% | -19.8% | +22.4% | +5.5% |
| 30D | +9.1% | -8.4% | +17.5% | +9.9% |
| 3M | +1.0% | -11.2% | +12.2% | +1.5% |
| 6M | +23.3% | +0.9% | +22.4% | +20.2% |
| YTD | +43.3% | -47.4% | +90.7% | +53.5% |
| 1Y | +35.9% | -53.0% | +88.9% | +48.1% |
| 3Y | +158.6% | -44.6% | +203.2% | +165.0% |
| 5Y | +213.1% | -78.7% | +291.8% | +211.1% |
| All | +294.8% | -55.2% | +350.0% | +323.7% |
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