-15.7%
AWK vs MNDY
-77.7%
+62.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.4% | -0.5% |
| 7D | -0.7% | -12.5% | +11.7% | -0.4% |
| 30D | +2.8% | -2.6% | +5.4% | +2.8% |
| 3M | +11.3% | +4.2% | +7.1% | +11.1% |
| 6M | +6.7% | +9.8% | -3.0% | +6.3% |
| YTD | +9.4% | -42.3% | +51.7% | +10.7% |
| 1Y | +3.7% | -54.5% | +58.3% | +5.6% |
| 3Y | +9.2% | -50.3% | +59.5% | +7.8% |
| 5Y | -15.7% | -77.1% | +61.4% | -21.6% |
| All | -15.7% | -77.7% | +62.0% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling