+17.5%
ELV vs MNDY
-49.8%
+67.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | +0.5% |
| 7D | +3.2% | -4.6% | +7.8% | +3.3% |
| 30D | +5.4% | +1.0% | +4.3% | +5.3% |
| 3M | +5.4% | +9.1% | -3.8% | +5.0% |
| 6M | +45.7% | +14.2% | +31.5% | +44.9% |
| YTD | +21.2% | -41.1% | +62.3% | +22.3% |
| 1Y | +35.6% | -54.7% | +90.3% | +37.4% |
| 3Y | -2.0% | -50.6% | +48.6% | -1.4% |
| 5Y | +26.0% | -76.7% | +102.7% | +25.9% |
| All | +17.5% | -49.8% | +67.4% | +28.1% |
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