+191.3%
AR vs MNDY
-55.0%
+246.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | 0.0% |
| 7D | +7.4% | -11.3% | +18.7% | +8.4% |
| 30D | +5.8% | -10.8% | +16.6% | +6.6% |
| 3M | +5.2% | -17.3% | +22.5% | +6.4% |
| 6M | +5.4% | +15.2% | -9.8% | +2.8% |
| YTD | +12.4% | -47.1% | +59.6% | +17.2% |
| 1Y | +12.8% | -51.4% | +64.2% | +18.5% |
| 3Y | +47.2% | -49.6% | +96.8% | +52.1% |
| 5Y | +101.1% | -78.6% | +179.7% | +112.4% |
| All | +191.3% | -55.0% | +246.2% | +208.1% |
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