-43.3%
DOW vs MNDY
-49.8%
+6.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.0% | -4.0% | -2.2% |
| 7D | -1.4% | -4.6% | +3.3% | -1.1% |
| 30D | -3.9% | +1.0% | -5.0% | -4.2% |
| 3M | -12.7% | +9.1% | -21.8% | -13.7% |
| 6M | -13.7% | +14.2% | -27.9% | -15.4% |
| YTD | +28.4% | -41.1% | +69.5% | +32.1% |
| 1Y | +21.8% | -54.7% | +76.5% | +27.7% |
| 3Y | -35.7% | -50.6% | +14.9% | -33.6% |
| 5Y | -36.8% | -76.7% | +39.8% | -37.4% |
| All | -43.3% | -49.8% | +6.6% | -40.4% |
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