+22.9%
USHY vs MNDY
-50.8%
+73.7%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.5% | -0.7% |
| 7D | -0.7% | -12.5% | +11.8% | -0.3% |
| 30D | -0.5% | -2.6% | +2.1% | -0.5% |
| 3M | +0.5% | +4.2% | -3.7% | +0.1% |
| 6M | +1.5% | +9.8% | -8.3% | +0.7% |
| YTD | +1.7% | -42.3% | +44.0% | +3.4% |
| 1Y | +3.5% | -54.5% | +58.1% | +6.2% |
| 3Y | +27.2% | -50.3% | +77.4% | +27.7% |
| 5Y | +21.0% | -77.1% | +98.1% | +18.7% |
| All | +22.9% | -50.8% | +73.7% | +21.5% |
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