-30.1%
DIS vs MNDY
-55.2%
+25.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.3% | +0.2% |
| 7D | +0.6% | -19.8% | +20.4% | +3.2% |
| 30D | +10.3% | -8.4% | +18.7% | +11.2% |
| 3M | +15.6% | -11.2% | +26.8% | +16.5% |
| 6M | +15.1% | +0.9% | +14.2% | +13.4% |
| YTD | +6.0% | -47.4% | +53.4% | +12.3% |
| 1Y | +5.7% | -53.0% | +58.7% | +13.5% |
| 3Y | +39.8% | -44.6% | +84.4% | +39.7% |
| 5Y | -23.9% | -78.7% | +54.8% | -26.5% |
| All | -30.1% | -55.2% | +25.1% | -32.7% |
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