+17.2%
EWZ vs MNDY
-55.2%
+72.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.8% |
| 7D | +0.6% | -19.8% | +20.4% | +1.8% |
| 30D | -25.5% | -8.4% | -17.1% | -25.2% |
| 3M | -4.5% | -11.2% | +6.7% | -4.2% |
| 6M | -15.3% | +0.9% | -16.2% | -15.9% |
| YTD | +3.1% | -47.4% | +50.5% | +6.0% |
| 1Y | +1.2% | -53.0% | +54.2% | +4.8% |
| 3Y | +19.3% | -44.6% | +63.9% | +20.5% |
| 5Y | +52.3% | -78.7% | +131.0% | +51.4% |
| All | +17.2% | -55.2% | +72.3% | +21.6% |
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