+68.9%
ACWI vs MNDY
-53.8%
+122.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.1% | +11.7% | +3.4% |
| 7D | +0.3% | -16.1% | +16.4% | +1.9% |
| 30D | -2.8% | -10.2% | +7.3% | -2.1% |
| 3M | -3.2% | -14.2% | +11.0% | -2.4% |
| 6M | +1.3% | +10.9% | -9.6% | -1.1% |
| YTD | +11.2% | -45.8% | +57.1% | +16.0% |
| 1Y | +13.8% | -57.8% | +71.6% | +21.6% |
| 3Y | +76.2% | -41.0% | +117.2% | +76.4% |
| 5Y | +59.5% | -82.0% | +141.5% | +57.6% |
| All | +68.9% | -53.8% | +122.7% | +71.6% |
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