+26.3%
BEN vs MNDY
-49.8%
+76.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.3% |
| 7D | -3.1% | -4.6% | +1.5% | -2.6% |
| 30D | +0.2% | +1.0% | -0.9% | -0.3% |
| 3M | +6.8% | +9.1% | -2.3% | +5.0% |
| 6M | +38.1% | +14.2% | +23.9% | +34.0% |
| YTD | +44.3% | -41.1% | +85.5% | +51.2% |
| 1Y | +42.6% | -54.7% | +97.3% | +53.6% |
| 3Y | +52.3% | -50.6% | +102.9% | +55.8% |
| 5Y | +37.6% | -76.7% | +114.3% | +31.4% |
| All | +26.3% | -49.8% | +76.1% | +34.4% |
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