+65.9%
ED vs MNDY
-49.8%
+115.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -0.2% |
| 7D | -0.8% | -4.6% | +3.9% | -0.8% |
| 30D | -0.4% | +1.0% | -1.5% | -0.4% |
| 3M | +0.5% | +9.1% | -8.7% | +0.7% |
| 6M | -3.1% | +14.2% | -17.4% | -2.7% |
| YTD | +9.8% | -41.1% | +51.0% | +9.3% |
| 1Y | +12.6% | -54.7% | +67.3% | +11.8% |
| 3Y | +31.4% | -50.6% | +82.0% | +30.7% |
| 5Y | +69.4% | -76.7% | +146.1% | +66.0% |
| All | +65.9% | -49.8% | +115.7% | +71.0% |
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