+35.1%
DD vs MNDY
-49.8%
+84.9%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -0.4% |
| 7D | -3.5% | -4.6% | +1.1% | -3.1% |
| 30D | -11.7% | +1.0% | -12.7% | -12.0% |
| 3M | -9.2% | +9.1% | -18.4% | -10.5% |
| 6M | -7.2% | +14.2% | -21.4% | -9.6% |
| YTD | +6.6% | -41.1% | +47.8% | +11.0% |
| 1Y | +32.0% | -54.7% | +86.7% | +40.9% |
| 3Y | +42.1% | -50.6% | +92.7% | +46.9% |
| 5Y | +58.1% | -76.7% | +134.7% | +54.6% |
| All | +35.1% | -49.8% | +84.9% | +40.4% |
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