+56.0%
BWA vs MNDY
-49.8%
+105.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.3% |
| 7D | -1.3% | -4.6% | +3.3% | -1.0% |
| 30D | -2.9% | +1.0% | -4.0% | -3.2% |
| 3M | -10.7% | +9.1% | -19.8% | -11.7% |
| 6M | +26.5% | +14.2% | +12.2% | +23.9% |
| YTD | +49.1% | -41.1% | +90.2% | +54.0% |
| 1Y | +52.1% | -54.7% | +106.8% | +60.2% |
| 3Y | +72.6% | -50.6% | +123.1% | +74.4% |
| 5Y | +89.4% | -76.7% | +166.1% | +75.8% |
| All | +56.0% | -49.8% | +105.8% | +53.5% |
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