+57.7%
USAR vs MNDY
-50.4%
+108.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +5.0% | -11.0% | -6.2% |
| 7D | -9.3% | -12.5% | +3.2% | -8.7% |
| 30D | -15.2% | -2.6% | -12.5% | -15.2% |
| 3M | -21.1% | +4.2% | -25.3% | -21.6% |
| 6M | -21.6% | +9.8% | -31.3% | -22.7% |
| YTD | +34.8% | -42.3% | +77.1% | +39.7% |
| 1Y | +15.6% | -54.5% | +70.2% | +22.2% |
| All | +57.7% | -50.4% | +108.1% | +68.7% |
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 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