+93.8%
C vs MNDY
-55.0%
+148.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.3% | -0.2% |
| 7D | +4.2% | -11.3% | +15.5% | +5.3% |
| 30D | +2.0% | -10.8% | +12.8% | +2.8% |
| 3M | -10.1% | -17.3% | +7.2% | -9.1% |
| 6M | +1.0% | +15.2% | -14.2% | -1.8% |
| YTD | +8.5% | -47.1% | +55.6% | +13.4% |
| 1Y | +25.7% | -51.4% | +77.2% | +32.6% |
| 3Y | +216.0% | -49.6% | +265.6% | +227.0% |
| 5Y | +112.3% | -78.6% | +190.9% | +110.2% |
| All | +93.8% | -55.0% | +148.7% | +99.1% |
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