+92.1%
EFV vs MNDY
-49.8%
+141.9%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +1.0% |
| 7D | -0.8% | -4.6% | +3.8% | -0.6% |
| 30D | +0.6% | +1.0% | -0.4% | +0.5% |
| 3M | +7.5% | +9.1% | -1.6% | +6.7% |
| 6M | +13.0% | +14.2% | -1.2% | +11.5% |
| YTD | +18.3% | -41.1% | +59.5% | +21.0% |
| 1Y | +26.7% | -54.7% | +81.5% | +31.4% |
| 3Y | +89.6% | -50.6% | +140.1% | +91.7% |
| 5Y | +98.2% | -76.7% | +174.9% | +94.9% |
| All | +92.1% | -49.8% | +141.9% | +95.2% |
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 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