+66.8%
DIA vs MNDY
-49.8%
+116.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.8% |
| 7D | -1.6% | -4.6% | +3.1% | -1.2% |
| 30D | -2.0% | +1.0% | -3.1% | -2.3% |
| 3M | +3.6% | +9.1% | -5.5% | +2.5% |
| 6M | +11.5% | +14.2% | -2.7% | +9.5% |
| YTD | +10.4% | -41.1% | +51.5% | +13.7% |
| 1Y | +15.6% | -54.7% | +70.3% | +21.2% |
| 3Y | +58.9% | -50.6% | +109.4% | +62.3% |
| 5Y | +65.3% | -76.7% | +142.0% | +63.0% |
| All | +66.8% | -49.8% | +116.6% | +73.5% |
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