+194.5%
AR vs MNDY
-50.8%
+245.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | -0.3% |
| 7D | -1.3% | -12.5% | +11.2% | -0.2% |
| 30D | +3.5% | -2.6% | +6.2% | +3.5% |
| 3M | +9.9% | +4.2% | +5.7% | +8.8% |
| 6M | +4.5% | +9.8% | -5.2% | +2.5% |
| YTD | +13.7% | -42.3% | +55.9% | +18.0% |
| 1Y | +19.2% | -54.5% | +73.8% | +26.3% |
| 3Y | +46.2% | -50.3% | +96.4% | +51.4% |
| 5Y | +145.9% | -77.1% | +223.0% | +162.0% |
| All | +194.5% | -50.8% | +245.3% | +210.4% |
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