+68.1%
ACWI vs MNDY
-55.9%
+124.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +4.0% | -0.1% |
| 7D | -0.2% | -18.4% | +18.2% | +1.6% |
| 30D | -3.3% | -14.1% | +10.9% | -2.2% |
| 3M | -3.4% | -13.8% | +10.4% | -2.7% |
| 6M | +0.8% | +6.0% | -5.2% | -1.1% |
| YTD | +10.7% | -48.2% | +58.9% | +15.9% |
| 1Y | +11.6% | -54.0% | +65.6% | +18.3% |
| 3Y | +73.4% | -45.5% | +118.9% | +74.9% |
| 5Y | +60.2% | -78.2% | +138.4% | +58.8% |
| All | +68.1% | -55.9% | +124.0% | +71.5% |
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