+111.9%
B vs MNDY
-50.8%
+162.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.0% | -7.5% | -2.7% |
| 7D | -5.0% | -12.5% | +7.5% | -4.5% |
| 30D | +8.7% | -2.6% | +11.3% | +8.8% |
| 3M | +17.3% | +4.2% | +13.1% | +16.9% |
| 6M | -5.0% | +9.8% | -14.8% | -5.7% |
| YTD | +1.4% | -42.3% | +43.7% | +3.4% |
| 1Y | +50.5% | -54.5% | +105.0% | +54.7% |
| 3Y | +194.4% | -50.3% | +244.6% | +200.1% |
| 5Y | +156.7% | -77.1% | +233.8% | +153.8% |
| All | +111.9% | -50.8% | +162.7% | +122.8% |
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