+37.5%
EWZ vs MNDY
-53.2%
+90.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.2% |
| 7D | -0.1% | -14.1% | +14.1% | +0.7% |
| 30D | +8.2% | -8.5% | +16.7% | +8.5% |
| 3M | +13.3% | -2.5% | +15.9% | +13.0% |
| 6M | +3.6% | +0.1% | +3.5% | +2.9% |
| YTD | +21.0% | -45.0% | +66.0% | +24.3% |
| 1Y | +34.7% | -58.1% | +92.8% | +40.5% |
| 3Y | +48.3% | -52.6% | +100.9% | +51.2% |
| 5Y | +60.1% | -79.3% | +139.3% | +58.4% |
| All | +37.5% | -53.2% | +90.6% | +42.5% |
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