-44.8%
BB vs MNDY
-49.8%
+5.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.2% |
| 7D | -0.4% | -4.6% | +4.3% | +0.7% |
| 30D | -12.5% | +1.0% | -13.6% | -13.3% |
| 3M | -17.4% | +9.1% | -26.6% | -20.9% |
| 6M | +119.1% | +14.2% | +104.9% | +104.3% |
| YTD | +102.4% | -41.1% | +143.5% | +125.7% |
| 1Y | +98.2% | -54.7% | +152.9% | +136.5% |
| 3Y | +46.9% | -50.6% | +97.5% | +57.3% |
| 5Y | -26.4% | -76.7% | +50.3% | -20.8% |
| All | -44.8% | -49.8% | +5.1% | -47.6% |
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