-28.2%
EW vs MNDY
-77.7%
+49.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.0% | -4.3% | 0.0% |
| 7D | -3.4% | -12.5% | +9.1% | -1.8% |
| 30D | -7.4% | -2.6% | -4.7% | -7.3% |
| 3M | +0.9% | +4.2% | -3.3% | -0.3% |
| 6M | +1.2% | +9.8% | -8.6% | -1.4% |
| YTD | +1.8% | -42.3% | +44.1% | +7.3% |
| 1Y | +10.8% | -54.5% | +65.4% | +19.9% |
| 3Y | +17.1% | -50.3% | +67.4% | +18.1% |
| 5Y | -28.2% | -77.1% | +48.9% | -29.4% |
| All | -28.2% | -77.7% | +49.4% | -29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling