+97.3%
UUUU vs MNDY
-50.8%
+148.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +5.0% | -11.3% | -7.4% |
| 7D | -5.0% | -12.5% | +7.5% | -2.5% |
| 30D | -7.8% | -2.6% | -5.2% | -8.0% |
| 3M | -0.4% | +4.2% | -4.7% | -3.1% |
| 6M | -32.9% | +9.8% | -42.6% | -36.4% |
| YTD | -6.3% | -42.3% | +36.0% | +1.9% |
| 1Y | +7.9% | -54.5% | +62.5% | +23.8% |
| 3Y | +85.2% | -50.3% | +135.4% | +87.1% |
| 5Y | +97.0% | -77.1% | +174.1% | +99.8% |
| All | +97.3% | -50.8% | +148.1% | +96.4% |
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