-30.5%
DIS vs MNDY
-55.0%
+24.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.5% |
| 7D | +1.9% | -11.3% | +13.2% | +3.3% |
| 30D | +9.2% | -10.8% | +20.0% | +10.4% |
| 3M | +13.5% | -17.3% | +30.8% | +15.5% |
| 6M | +14.3% | +15.2% | -0.9% | +10.8% |
| YTD | +5.4% | -47.1% | +52.5% | +11.6% |
| 1Y | +12.2% | -51.4% | +63.6% | +20.0% |
| 3Y | +37.2% | -49.6% | +86.8% | +39.1% |
| 5Y | -23.1% | -78.6% | +55.4% | -25.8% |
| All | -30.5% | -55.0% | +24.4% | -33.1% |
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