+111.9%
DE vs MNDY
-49.8%
+161.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.4% |
| 7D | -2.6% | -4.6% | +2.1% | -2.4% |
| 30D | +9.0% | +1.0% | +8.0% | +8.8% |
| 3M | +19.1% | +9.1% | +10.0% | +18.3% |
| 6M | +14.4% | +14.2% | +0.2% | +13.0% |
| YTD | +45.9% | -41.1% | +87.1% | +49.3% |
| 1Y | +43.6% | -54.7% | +98.3% | +48.9% |
| 3Y | +75.9% | -50.6% | +126.4% | +78.5% |
| 5Y | +98.8% | -76.7% | +175.4% | +94.0% |
| All | +111.9% | -49.8% | +161.7% | +121.6% |
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