-62.3%
XYZ vs MNDY
-78.6%
+16.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.5% |
| 7D | -2.2% | -19.8% | +17.6% | +6.3% |
| 30D | +11.6% | -8.4% | +20.0% | +14.6% |
| 3M | +8.4% | -11.2% | +19.6% | +10.9% |
| 6M | +17.2% | +0.9% | +16.2% | +11.3% |
| YTD | +31.7% | -47.4% | +79.1% | +59.7% |
| 1Y | +30.1% | -53.0% | +83.1% | +64.7% |
| 3Y | +66.4% | -44.6% | +111.0% | +54.2% |
| All | -62.3% | -78.6% | +16.3% | -54.7% |
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 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