+134.9%
AS vs MNDY
-58.5%
+193.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +1.4% |
| 7D | +6.9% | -8.0% | +15.0% | +8.3% |
| 30D | +16.0% | +5.3% | +10.7% | +14.7% |
| 3M | -12.8% | +0.4% | -13.3% | -13.7% |
| 6M | -15.4% | +18.9% | -34.3% | -19.3% |
| YTD | -15.7% | -40.4% | +24.7% | -8.6% |
| 1Y | +6.1% | -51.4% | +57.5% | +19.8% |
| All | +134.9% | -58.5% | +193.4% | +159.0% |
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