-23.1%
EFX vs MNDY
-49.8%
+26.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.2% |
| 7D | -4.5% | -4.6% | +0.1% | -3.8% |
| 30D | -6.1% | +1.0% | -7.1% | -6.4% |
| 3M | +6.2% | +9.1% | -2.9% | +4.5% |
| 6M | -11.2% | +14.2% | -25.4% | -13.8% |
| YTD | -21.4% | -41.1% | +19.7% | -16.2% |
| 1Y | -34.3% | -54.7% | +20.4% | -27.5% |
| 3Y | -12.5% | -50.6% | +38.0% | -8.8% |
| 5Y | -35.6% | -76.7% | +41.1% | -35.7% |
| All | -23.1% | -49.8% | +26.7% | -17.2% |
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