-15.4%
BURL vs MNDY
-53.8%
+38.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -9.1% | +13.3% | +5.6% |
| 7D | +7.7% | -16.1% | +23.8% | +10.5% |
| 30D | -7.1% | -10.2% | +3.0% | -5.9% |
| 3M | -30.3% | -14.2% | -16.1% | -29.4% |
| 6M | -15.5% | +10.9% | -26.5% | -18.8% |
| YTD | -11.0% | -45.8% | +34.9% | -4.8% |
| 1Y | -8.4% | -57.8% | +49.4% | +2.0% |
| 3Y | +96.7% | -41.0% | +137.7% | +92.3% |
| 5Y | -14.1% | -82.0% | +68.0% | -16.7% |
| All | -15.4% | -53.8% | +38.5% | -15.0% |
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