+50.9%
XYZ vs MNDY
-52.1%
+103.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -8.1% | +4.9% | -1.4% |
| 7D | +2.9% | -13.3% | +16.2% | +6.1% |
| 30D | +1.4% | -10.2% | +11.6% | +3.5% |
| 3M | +14.6% | -0.1% | +14.7% | +13.6% |
| 6M | +20.8% | +6.3% | +14.4% | +16.9% |
| YTD | +23.1% | -43.3% | +66.4% | +36.4% |
| 1Y | +5.6% | -56.1% | +61.8% | +23.2% |
| 3Y | +50.9% | -51.1% | +102.0% | +48.0% |
| All | +50.9% | -52.1% | +103.0% | +48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling