-68.6%
XYZ vs MNDY
-78.2%
+9.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -8.1% | +4.9% | 0.0% |
| 7D | +2.9% | -13.3% | +16.2% | +8.5% |
| 30D | +1.4% | -10.2% | +11.6% | +4.9% |
| 3M | +14.6% | -0.1% | +14.7% | +12.7% |
| 6M | +20.8% | +6.3% | +14.4% | +13.3% |
| YTD | +23.1% | -43.3% | +66.4% | +46.4% |
| 1Y | +5.6% | -56.1% | +61.8% | +37.0% |
| 3Y | +50.9% | -51.1% | +102.0% | +55.2% |
| 5Y | -68.6% | -78.5% | +9.9% | -66.1% |
| All | -68.6% | -78.2% | +9.6% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling