-39.1%
DIS vs MNDY
-53.2%
+14.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.5% |
| 7D | -3.5% | -14.1% | +10.6% | -1.8% |
| 30D | +1.0% | -8.5% | +9.4% | +1.8% |
| 3M | +5.7% | -2.5% | +8.2% | +5.4% |
| 6M | +3.3% | +0.1% | +3.2% | +1.9% |
| YTD | -7.7% | -45.0% | +37.3% | -2.4% |
| 1Y | -10.0% | -58.1% | +48.2% | -1.8% |
| 3Y | +31.7% | -52.6% | +84.3% | +34.9% |
| 5Y | -42.2% | -79.3% | +37.1% | -44.3% |
| All | -39.1% | -53.2% | +14.0% | -41.5% |
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