+339.6%
CAH vs MNDY
-49.8%
+389.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.6% |
| 7D | -5.1% | -4.6% | -0.5% | -5.1% |
| 30D | +0.2% | +1.0% | -0.9% | +0.2% |
| 3M | +6.3% | +9.1% | -2.8% | +6.3% |
| 6M | +9.4% | +14.2% | -4.8% | +9.4% |
| YTD | +15.0% | -41.1% | +56.1% | +15.2% |
| 1Y | +55.4% | -54.7% | +110.2% | +56.1% |
| 3Y | +173.8% | -50.6% | +224.4% | +175.9% |
| 5Y | +395.2% | -76.7% | +471.9% | +382.4% |
| All | +339.6% | -49.8% | +389.5% | +377.8% |
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