+512.0%
ASX vs MNDY
-53.2%
+565.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +3.9% |
| 7D | +11.1% | -14.1% | +25.2% | +13.2% |
| 30D | +9.6% | -8.5% | +18.1% | +10.4% |
| 3M | +18.6% | -2.5% | +21.2% | +17.5% |
| 6M | +92.1% | +0.1% | +92.1% | +87.5% |
| YTD | +158.5% | -45.0% | +203.5% | +175.2% |
| 1Y | +271.9% | -58.1% | +330.0% | +312.6% |
| 3Y | +465.2% | -52.6% | +517.9% | +493.5% |
| 5Y | +479.4% | -79.3% | +558.7% | +475.7% |
| All | +512.0% | -53.2% | +565.2% | +532.6% |
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