-65.9%
W vs MNDY
-55.0%
-10.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.9% | -0.1% |
| 7D | +0.2% | -11.3% | +11.5% | +4.9% |
| 30D | +6.8% | -10.8% | +17.6% | +11.3% |
| 3M | +10.7% | -17.3% | +27.9% | +16.8% |
| 6M | +86.3% | +15.2% | +71.1% | +67.0% |
| YTD | +11.5% | -47.1% | +58.6% | +35.0% |
| 1Y | +5.1% | -51.4% | +56.5% | +31.6% |
| 3Y | +171.0% | -49.6% | +220.6% | +185.8% |
| 5Y | -56.6% | -78.6% | +21.9% | -54.7% |
| All | -65.9% | -55.0% | -10.9% | -64.3% |
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