+82.6%
ED vs MNDY
-78.9%
+161.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.1% | +1.4% |
| 7D | +2.1% | -11.3% | +13.4% | +1.9% |
| 30D | +10.4% | -10.8% | +21.2% | +10.3% |
| 3M | +12.5% | -17.3% | +29.8% | +12.3% |
| 6M | +14.9% | +15.2% | -0.3% | +15.5% |
| YTD | +24.8% | -47.1% | +72.0% | +24.2% |
| 1Y | +23.8% | -51.4% | +75.3% | +23.1% |
| 3Y | +51.6% | -49.6% | +101.3% | +50.5% |
| All | +82.6% | -78.9% | +161.4% | +76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling