+14.6%
BR vs MNDY
-49.8%
+64.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.5% |
| 7D | -3.0% | -4.6% | +1.7% | -2.5% |
| 30D | -0.3% | +1.0% | -1.3% | -0.5% |
| 3M | +17.3% | +9.1% | +8.2% | +15.9% |
| 6M | -6.7% | +14.2% | -20.9% | -8.6% |
| YTD | -23.4% | -41.1% | +17.7% | -20.5% |
| 1Y | -32.7% | -54.7% | +22.1% | -28.7% |
| 3Y | -5.9% | -50.6% | +44.7% | -3.9% |
| 5Y | +8.4% | -76.7% | +85.1% | +5.2% |
| All | +14.6% | -49.8% | +64.5% | +19.8% |
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