+69.9%
ED vs MNDY
-77.7%
+147.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -0.6% |
| 7D | -1.9% | -12.5% | +10.6% | -2.1% |
| 30D | +0.1% | -2.6% | +2.7% | +0.1% |
| 3M | 0.0% | +4.2% | -4.2% | +0.1% |
| 6M | -2.5% | +9.8% | -12.3% | -2.1% |
| YTD | +10.1% | -42.3% | +52.4% | +9.6% |
| 1Y | +13.6% | -54.5% | +68.1% | +12.9% |
| 3Y | +32.4% | -50.3% | +82.7% | +31.6% |
| 5Y | +69.9% | -77.1% | +147.0% | +65.9% |
| All | +69.9% | -77.7% | +147.5% | +65.9% |
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