+93.9%
C vs MNDY
-55.5%
+149.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +4.7% | -17.9% | +22.6% | +6.6% |
| 30D | +0.2% | -9.0% | +9.2% | +0.8% |
| 3M | -9.3% | -10.4% | +1.0% | -9.0% |
| 6M | -0.8% | +7.0% | -7.9% | -2.8% |
| YTD | +8.5% | -47.8% | +56.3% | +13.6% |
| 1Y | +23.1% | -51.6% | +74.7% | +29.8% |
| 3Y | +220.8% | -45.0% | +265.8% | +229.5% |
| 5Y | +112.4% | -78.8% | +191.2% | +110.6% |
| All | +93.9% | -55.5% | +149.4% | +99.4% |
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