-61.0%
XYZ vs MNDY
-55.0%
-6.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +2.4% |
| 7D | -1.1% | -11.3% | +10.2% | +3.0% |
| 30D | +11.5% | -10.8% | +22.3% | +15.5% |
| 3M | +1.8% | -17.3% | +19.1% | +6.8% |
| 6M | +21.2% | +15.2% | +6.0% | +10.6% |
| YTD | +29.9% | -47.1% | +77.1% | +54.3% |
| 1Y | +35.8% | -51.4% | +87.2% | +65.8% |
| 3Y | +62.6% | -49.6% | +112.2% | +64.8% |
| 5Y | -62.8% | -78.6% | +15.8% | -60.8% |
| All | -61.0% | -55.0% | -6.1% | -62.1% |
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 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