+7.4%
EMB vs MNDY
-49.8%
+57.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.0% | -0.2% |
| 7D | -1.2% | -4.6% | +3.4% | -1.0% |
| 30D | -1.3% | +1.0% | -2.3% | -1.4% |
| 3M | -1.8% | +9.1% | -10.9% | -2.4% |
| 6M | +0.2% | +14.2% | -14.0% | -0.8% |
| YTD | +0.4% | -41.1% | +41.5% | +2.1% |
| 1Y | +2.8% | -54.7% | +57.5% | +5.7% |
| 3Y | +29.1% | -50.6% | +79.7% | +29.7% |
| 5Y | +6.3% | -76.7% | +82.9% | +4.7% |
| All | +7.4% | -49.8% | +57.2% | +6.4% |
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