+18.3%
CHD vs MNDY
-49.8%
+68.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.7% | +0.2% |
| 7D | -4.5% | -4.6% | +0.2% | -4.5% |
| 30D | -6.7% | +1.0% | -7.8% | -6.7% |
| 3M | -2.7% | +9.1% | -11.8% | -2.7% |
| 6M | -4.9% | +14.2% | -19.2% | -4.8% |
| YTD | +13.3% | -41.1% | +54.5% | +13.4% |
| 1Y | +1.0% | -54.7% | +55.7% | +1.1% |
| 3Y | +1.3% | -50.6% | +51.9% | +1.0% |
| 5Y | +20.8% | -76.7% | +97.5% | +16.7% |
| All | +18.3% | -49.8% | +68.2% | +19.9% |
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