-3.7%
AWK vs MNDY
-49.8%
+46.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.0% | -3.5% | -1.6% |
| 7D | -2.1% | -4.6% | +2.5% | -2.1% |
| 30D | +2.1% | +1.0% | +1.0% | +2.0% |
| 3M | +11.4% | +9.1% | +2.3% | +11.1% |
| 6M | +3.9% | +14.2% | -10.3% | +3.5% |
| YTD | +7.7% | -41.1% | +48.8% | +8.7% |
| 1Y | +1.3% | -54.7% | +56.0% | +2.8% |
| 3Y | +7.2% | -50.6% | +57.7% | +6.2% |
| 5Y | -17.0% | -76.7% | +59.7% | -21.6% |
| All | -3.7% | -49.8% | +46.2% | -0.1% |
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