+116.9%
ALL vs MNDY
-50.8%
+167.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -0.9% |
| 7D | -4.3% | -12.5% | +8.2% | -3.9% |
| 30D | -3.6% | -2.6% | -1.0% | -3.6% |
| 3M | +13.2% | +4.2% | +9.0% | +12.9% |
| 6M | +22.5% | +9.8% | +12.7% | +21.7% |
| YTD | +22.7% | -42.3% | +65.0% | +24.0% |
| 1Y | +28.3% | -54.5% | +82.8% | +30.4% |
| 3Y | +152.0% | -50.3% | +202.3% | +154.0% |
| 5Y | +115.4% | -77.1% | +192.5% | +110.5% |
| All | +116.9% | -50.8% | +167.8% | +132.0% |
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