+10.0%
D vs MNDY
-55.5%
+65.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.8% |
| 7D | -3.1% | -17.9% | +14.8% | -3.0% |
| 30D | +8.4% | -9.0% | +17.4% | +8.4% |
| 3M | +0.2% | -10.4% | +10.6% | +0.3% |
| 6M | +9.5% | +7.0% | +2.4% | +9.5% |
| YTD | +18.8% | -47.8% | +66.6% | +19.1% |
| 1Y | +14.7% | -51.6% | +66.3% | +15.1% |
| 3Y | +72.9% | -45.0% | +118.0% | +72.9% |
| 5Y | +13.1% | -78.8% | +92.0% | +10.1% |
| All | +10.0% | -55.5% | +65.5% | +12.9% |
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