-27.1%
COMP vs MNDY
-51.7%
+24.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -8.1% | +4.8% | -0.3% |
| 7D | +4.1% | -13.3% | +17.4% | +9.6% |
| 30D | -14.5% | -10.2% | -4.4% | -11.7% |
| 3M | +41.8% | -0.1% | +41.9% | +39.1% |
| 6M | +23.6% | +6.3% | +17.2% | +15.7% |
| YTD | +1.7% | -43.3% | +45.0% | +19.3% |
| 1Y | +12.6% | -56.1% | +68.7% | +44.1% |
| 3Y | +221.9% | -51.1% | +273.0% | +224.0% |
| 5Y | -28.1% | -78.5% | +50.4% | -29.7% |
| All | -27.1% | -51.7% | +24.6% | -33.7% |
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