+149.7%
COST vs MNDY
-49.8%
+199.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.1% |
| 7D | -1.2% | -4.6% | +3.4% | -0.9% |
| 30D | -4.7% | +1.0% | -5.8% | -5.0% |
| 3M | -7.1% | +9.1% | -16.2% | -8.2% |
| 6M | -8.5% | +14.2% | -22.8% | -10.4% |
| YTD | +5.4% | -41.1% | +46.5% | +9.0% |
| 1Y | -5.6% | -54.7% | +49.1% | -0.4% |
| 3Y | +68.5% | -50.6% | +119.0% | +71.3% |
| 5Y | +105.2% | -76.7% | +181.9% | +101.3% |
| All | +149.7% | -49.8% | +199.6% | +153.3% |
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