+73.1%
CHRW vs MNDY
-50.8%
+123.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.0% | -3.7% | +1.1% |
| 7D | +4.4% | -12.5% | +16.8% | +5.0% |
| 30D | +5.5% | -2.6% | +8.1% | +5.5% |
| 3M | -17.3% | +4.2% | -21.5% | -17.6% |
| 6M | -12.7% | +9.8% | -22.4% | -13.5% |
| YTD | -4.1% | -42.3% | +38.2% | -2.1% |
| 1Y | +21.2% | -54.5% | +75.8% | +25.1% |
| 3Y | +88.9% | -50.3% | +139.2% | +90.9% |
| 5Y | +93.1% | -77.1% | +170.2% | +86.7% |
| All | +73.1% | -50.8% | +123.9% | +77.6% |
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