-60.5%
XYZ vs MNDY
-55.2%
-5.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.4% |
| 7D | -2.2% | -19.8% | +17.6% | +5.4% |
| 30D | +11.6% | -8.4% | +20.0% | +14.3% |
| 3M | +8.4% | -11.2% | +19.6% | +10.8% |
| 6M | +17.2% | +0.9% | +16.2% | +12.1% |
| YTD | +31.7% | -47.4% | +79.1% | +56.6% |
| 1Y | +30.1% | -53.0% | +83.1% | +60.7% |
| 3Y | +66.4% | -44.6% | +111.0% | +61.0% |
| 5Y | -62.2% | -78.7% | +16.5% | -60.1% |
| All | -60.5% | -55.2% | -5.4% | -61.5% |
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