+49.5%
BN vs MNDY
-49.8%
+99.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.5% | +0.1% |
| 7D | -5.2% | -4.6% | -0.5% | -4.5% |
| 30D | -14.5% | +1.0% | -15.5% | -14.9% |
| 3M | -15.0% | +9.1% | -24.1% | -16.7% |
| 6M | -5.4% | +14.2% | -19.6% | -8.9% |
| YTD | -16.4% | -41.1% | +24.7% | -11.3% |
| 1Y | -16.2% | -54.7% | +38.5% | -7.7% |
| 3Y | +67.5% | -50.6% | +118.1% | +75.3% |
| 5Y | +34.1% | -76.7% | +110.8% | +34.3% |
| All | +49.5% | -49.8% | +99.4% | +54.8% |
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