+64.8%
XYZ vs MNDY
-50.3%
+115.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.2% |
| 7D | -2.2% | -19.8% | +17.6% | +2.4% |
| 30D | +11.6% | -8.4% | +20.0% | +13.3% |
| 3M | +8.4% | -11.2% | +19.6% | +10.1% |
| 6M | +17.2% | +0.9% | +16.2% | +14.7% |
| YTD | +31.7% | -47.4% | +79.1% | +46.5% |
| 1Y | +30.1% | -53.0% | +83.1% | +47.9% |
| All | +64.8% | -50.3% | +115.1% | +70.8% |
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