+87.8%
CAPR vs MNDY
-50.8%
+138.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.0% | -8.9% | -4.8% |
| 7D | -10.6% | -12.5% | +1.9% | -8.7% |
| 30D | +111.2% | -2.6% | +113.8% | +110.0% |
| 3M | -67.2% | +4.2% | -71.5% | -68.7% |
| 6M | -75.1% | +9.8% | -84.9% | -76.8% |
| YTD | -71.2% | -42.3% | -29.0% | -69.6% |
| 1Y | +31.1% | -54.5% | +85.7% | +44.7% |
| 3Y | +31.3% | -50.3% | +81.6% | +41.3% |
| 5Y | +69.4% | -77.1% | +146.5% | +72.1% |
| All | +87.8% | -50.8% | +138.6% | +92.7% |
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