+73.0%
EMR vs MNDY
-49.8%
+122.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.0% | +0.6% | +2.4% |
| 7D | -0.4% | -4.6% | +4.2% | -0.1% |
| 30D | -6.8% | +1.0% | -7.8% | -7.0% |
| 3M | +7.5% | +9.1% | -1.7% | +6.3% |
| 6M | +9.9% | +14.2% | -4.4% | +7.6% |
| YTD | +16.0% | -41.1% | +57.1% | +19.9% |
| 1Y | +12.4% | -54.7% | +67.2% | +18.7% |
| 3Y | +60.2% | -50.6% | +110.8% | +66.4% |
| 5Y | +67.9% | -76.7% | +144.5% | +65.0% |
| All | +73.0% | -49.8% | +122.8% | +86.8% |
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