-16.4%
BURL vs MNDY
-55.9%
+39.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.2% | -0.6% |
| 7D | +5.9% | -18.4% | +24.2% | +9.1% |
| 30D | -8.3% | -14.1% | +5.8% | -6.4% |
| 3M | -31.6% | -13.8% | -17.8% | -30.8% |
| 6M | -16.6% | +6.0% | -22.6% | -19.3% |
| YTD | -12.1% | -48.2% | +36.2% | -5.3% |
| 1Y | -10.0% | -54.0% | +44.1% | -1.2% |
| 3Y | +94.3% | -45.5% | +139.8% | +92.6% |
| 5Y | -13.2% | -78.2% | +65.0% | -15.2% |
| All | -16.4% | -55.9% | +39.5% | -15.5% |
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