+73.0%
ACWI vs MNDY
-53.2%
+126.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.3% |
| 7D | 0.0% | -14.1% | +14.1% | +1.4% |
| 30D | -0.6% | -8.5% | +7.9% | 0.0% |
| 3M | +4.3% | -2.5% | +6.8% | +4.0% |
| 6M | +12.7% | +0.1% | +12.6% | +11.4% |
| YTD | +13.9% | -45.0% | +59.0% | +19.2% |
| 1Y | +20.5% | -58.1% | +78.6% | +29.2% |
| 3Y | +76.5% | -52.6% | +129.1% | +81.3% |
| 5Y | +67.5% | -79.3% | +146.8% | +65.9% |
| All | +73.0% | -53.2% | +126.1% | +76.3% |
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