+83.3%
B vs MNDY
-55.0%
+138.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.7% |
| 7D | -7.3% | -11.3% | +4.0% | -6.9% |
| 30D | -3.3% | -10.8% | +7.5% | -3.0% |
| 3M | -7.8% | -17.3% | +9.5% | -7.3% |
| 6M | -15.5% | +15.2% | -30.8% | -16.4% |
| YTD | -12.3% | -47.1% | +34.9% | -10.5% |
| 1Y | +5.4% | -51.4% | +56.8% | +7.8% |
| 3Y | +165.5% | -49.6% | +215.2% | +170.4% |
| 5Y | +107.0% | -78.6% | +185.6% | +105.5% |
| All | +83.3% | -55.0% | +138.2% | +92.9% |
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