+98.3%
USB vs MNDY
-48.4%
+146.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.4% | +6.2% | +0.4% |
| 7D | +1.4% | -9.6% | +11.0% | +2.4% |
| 30D | -1.3% | -0.4% | -0.9% | -1.5% |
| 3M | +15.2% | +4.3% | +10.9% | +14.2% |
| 6M | +18.8% | +19.8% | -1.0% | +15.1% |
| YTD | +21.0% | -38.3% | +59.3% | +26.8% |
| 1Y | +34.0% | -50.1% | +84.1% | +43.8% |
| All | +98.3% | -48.4% | +146.7% | +101.2% |
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