-69.7%
W vs MNDY
-47.4%
-22.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.4% | +9.0% | +5.3% |
| 7D | -4.2% | -9.6% | +5.4% | -0.2% |
| 30D | -7.6% | -0.4% | -7.2% | -8.4% |
| 3M | +37.2% | +4.3% | +32.9% | +32.6% |
| 6M | +26.3% | +19.8% | +6.5% | +11.6% |
| YTD | -1.0% | -38.3% | +37.3% | +14.5% |
| 1Y | +20.1% | -50.1% | +70.2% | +49.3% |
| 3Y | +37.8% | -48.4% | +86.2% | +47.7% |
| 5Y | -63.7% | -76.0% | +12.4% | -63.7% |
| All | -69.7% | -47.4% | -22.3% | -69.7% |
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 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