+10.3%
D vs MNDY
-55.0%
+65.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.2% |
| 7D | -1.4% | -11.3% | +9.9% | -1.3% |
| 30D | +7.7% | -10.8% | +18.6% | +7.8% |
| 3M | -0.3% | -17.3% | +17.0% | -0.2% |
| 6M | +10.1% | +15.2% | -5.2% | +10.1% |
| YTD | +19.1% | -47.1% | +66.2% | +19.4% |
| 1Y | +15.9% | -51.4% | +67.3% | +16.3% |
| 3Y | +75.0% | -49.6% | +124.6% | +75.1% |
| 5Y | +13.4% | -78.6% | +91.9% | +10.4% |
| All | +10.3% | -55.0% | +65.2% | +13.1% |
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