+69.1%
ACWI vs MNDY
-55.5%
+124.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | +2.7% | -17.9% | +20.6% | +4.5% |
| 30D | -2.6% | -9.0% | +6.4% | -2.0% |
| 3M | -3.2% | -10.4% | +7.2% | -2.8% |
| 6M | +1.9% | +7.0% | -5.1% | -0.1% |
| YTD | +11.3% | -47.8% | +59.1% | +16.5% |
| 1Y | +11.7% | -51.6% | +63.2% | +17.7% |
| 3Y | +74.4% | -45.0% | +119.4% | +75.8% |
| 5Y | +59.5% | -78.8% | +138.3% | +58.0% |
| All | +69.1% | -55.5% | +124.6% | +72.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling