+290.7%
CAT vs MNDY
-50.8%
+341.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.3% | -1.5% |
| 7D | +0.6% | -12.5% | +13.1% | +1.2% |
| 30D | -4.5% | -2.6% | -1.9% | -4.6% |
| 3M | -5.8% | +4.2% | -10.0% | -6.4% |
| 6M | +12.7% | +9.8% | +3.0% | +11.2% |
| YTD | +41.4% | -42.3% | +83.7% | +45.6% |
| 1Y | +92.1% | -54.5% | +146.6% | +101.0% |
| 3Y | +197.5% | -50.3% | +247.7% | +207.1% |
| 5Y | +327.9% | -77.1% | +405.0% | +324.1% |
| All | +290.7% | -50.8% | +341.5% | +312.3% |
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