-60.1%
BBWI vs MNDY
-49.8%
-10.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.0% | +4.5% | +6.1% |
| 7D | -4.8% | -4.6% | -0.2% | -4.1% |
| 30D | +3.5% | +1.0% | +2.4% | +3.0% |
| 3M | -0.3% | +9.1% | -9.4% | -2.4% |
| 6M | -5.4% | +14.2% | -19.6% | -9.3% |
| YTD | -4.7% | -41.1% | +36.4% | +1.6% |
| 1Y | -30.5% | -54.7% | +24.2% | -22.7% |
| 3Y | -44.3% | -50.6% | +6.2% | -41.7% |
| 5Y | -66.9% | -76.7% | +9.8% | -67.4% |
| All | -60.1% | -49.8% | -10.3% | -56.6% |
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