-15.6%
EW vs MNDY
-49.8%
+34.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.0% | -4.7% | -3.0% |
| 7D | -6.2% | -4.6% | -1.5% | -5.7% |
| 30D | -9.3% | +1.0% | -10.4% | -9.7% |
| 3M | -1.6% | +9.1% | -10.7% | -3.2% |
| 6M | -0.8% | +14.2% | -15.1% | -3.6% |
| YTD | -1.0% | -41.1% | +40.1% | +3.6% |
| 1Y | +8.2% | -54.7% | +62.9% | +16.3% |
| 3Y | +12.7% | -50.6% | +63.3% | +14.1% |
| 5Y | -30.2% | -76.7% | +46.4% | -32.2% |
| All | -15.6% | -49.8% | +34.3% | -13.9% |
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