-30.4%
COMP vs MNDY
-55.2%
+24.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.1% |
| 7D | +2.2% | -19.8% | +22.0% | +10.4% |
| 30D | +16.3% | -8.4% | +24.7% | +19.5% |
| 3M | -19.1% | -11.2% | -7.9% | -17.1% |
| 6M | +17.1% | +0.9% | +16.2% | +12.1% |
| YTD | -2.9% | -47.4% | +44.5% | +15.7% |
| 1Y | +8.8% | -53.0% | +61.8% | +35.4% |
| 3Y | +423.5% | -44.6% | +468.1% | +386.1% |
| 5Y | -10.5% | -78.7% | +68.2% | -11.3% |
| All | -30.4% | -55.2% | +24.7% | -35.7% |
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