+76.8%
DAL vs MNDY
-51.7%
+128.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.1% | +6.6% | -0.4% |
| 7D | +3.4% | -13.3% | +16.7% | +5.3% |
| 30D | -13.6% | -10.2% | -3.4% | -12.6% |
| 3M | +1.2% | -0.1% | +1.3% | +0.4% |
| 6M | +34.5% | +6.3% | +28.2% | +31.0% |
| YTD | +14.7% | -43.3% | +58.0% | +21.9% |
| 1Y | +29.2% | -56.1% | +85.4% | +42.1% |
| 3Y | +100.0% | -51.1% | +151.1% | +108.5% |
| 5Y | +106.3% | -78.5% | +184.8% | +103.8% |
| All | +76.8% | -51.7% | +128.4% | +76.6% |
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