-10.0%
EW vs MNDY
-47.4%
+37.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.4% | +6.6% | +0.9% |
| 7D | -0.3% | -9.6% | +9.2% | +0.8% |
| 30D | +1.0% | -0.4% | +1.5% | +0.8% |
| 3M | +2.8% | +4.3% | -1.5% | +1.7% |
| 6M | +5.5% | +19.8% | -14.3% | +2.0% |
| YTD | +5.5% | -38.3% | +43.7% | +9.8% |
| 1Y | +11.0% | -50.1% | +61.1% | +18.0% |
| 3Y | +17.7% | -48.4% | +66.1% | +18.6% |
| 5Y | -25.7% | -76.0% | +50.3% | -28.3% |
| All | -10.0% | -47.4% | +37.4% | -8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling