+54.1%
ESI vs MNDY
-49.8%
+104.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.3% |
| 7D | -4.6% | -4.6% | 0.0% | -4.2% |
| 30D | -10.5% | +1.0% | -11.5% | -10.9% |
| 3M | -19.8% | +9.1% | -28.9% | -21.4% |
| 6M | +5.8% | +14.2% | -8.4% | +2.2% |
| YTD | +38.3% | -41.1% | +79.4% | +45.2% |
| 1Y | +31.5% | -54.7% | +86.2% | +42.5% |
| 3Y | +80.7% | -50.6% | +131.2% | +88.0% |
| 5Y | +69.4% | -76.7% | +146.1% | +63.9% |
| All | +54.1% | -49.8% | +104.0% | +59.4% |
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