+36.3%
CI vs MNDY
-55.5%
+91.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | -1.7% | -17.9% | +16.2% | -1.5% |
| 30D | +4.9% | -9.0% | +13.9% | +5.0% |
| 3M | +7.4% | -10.4% | +17.8% | +7.5% |
| 6M | +0.4% | +7.0% | -6.6% | +0.4% |
| YTD | +9.5% | -47.8% | +57.3% | +10.3% |
| 1Y | +12.0% | -51.6% | +63.5% | +12.9% |
| 3Y | +7.1% | -45.0% | +52.1% | +6.9% |
| 5Y | +49.3% | -78.8% | +128.2% | +43.1% |
| All | +36.3% | -55.5% | +91.8% | +46.3% |
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