+6.0%
D vs MNDY
-50.8%
+56.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.1% |
| 7D | -1.6% | -12.5% | +10.9% | -1.6% |
| 30D | -3.5% | -2.6% | -0.9% | -3.5% |
| 3M | -1.6% | +4.2% | -5.8% | -1.6% |
| 6M | +5.8% | +9.8% | -4.0% | +5.8% |
| YTD | +14.5% | -42.3% | +56.8% | +14.7% |
| 1Y | +14.2% | -54.5% | +68.7% | +14.6% |
| 3Y | +59.0% | -50.3% | +109.3% | +59.0% |
| 5Y | +5.4% | -77.1% | +82.5% | +2.5% |
| All | +6.0% | -50.8% | +56.8% | +8.7% |
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