+59.5%
ACWI vs MNDY
-79.2%
+138.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.1% | +11.7% | +3.5% |
| 7D | +0.3% | -16.1% | +16.4% | +2.1% |
| 30D | -2.8% | -10.2% | +7.3% | -2.0% |
| 3M | -3.2% | -14.2% | +11.0% | -2.3% |
| 6M | +1.3% | +10.9% | -9.6% | -1.4% |
| YTD | +11.2% | -45.8% | +57.1% | +16.7% |
| 1Y | +13.8% | -57.8% | +71.6% | +22.7% |
| 3Y | +76.2% | -41.0% | +117.2% | +75.5% |
| 5Y | +59.5% | -82.0% | +141.5% | +63.5% |
| All | +59.5% | -79.2% | +138.7% | +63.5% |
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 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