+89.6%
V vs MNDY
-55.0%
+144.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.2% |
| 7D | +0.9% | -11.3% | +12.2% | +2.0% |
| 30D | +9.0% | -10.8% | +19.8% | +9.9% |
| 3M | +16.7% | -17.3% | +34.0% | +18.2% |
| 6M | +33.4% | +15.2% | +18.2% | +30.7% |
| YTD | +22.4% | -47.1% | +69.5% | +27.2% |
| 1Y | +27.7% | -51.4% | +79.1% | +33.6% |
| 3Y | +78.0% | -49.6% | +127.6% | +80.6% |
| 5Y | +108.5% | -78.6% | +187.1% | +103.0% |
| All | +89.6% | -55.0% | +144.6% | +92.9% |
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