+67.6%
EWZ vs MNDY
-78.2%
+145.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -8.1% | +10.1% | +2.5% |
| 7D | +5.6% | -13.3% | +18.9% | +6.5% |
| 30D | +9.3% | -10.2% | +19.4% | +9.8% |
| 3M | +15.7% | -0.1% | +15.8% | +15.2% |
| 6M | +7.4% | +6.3% | +1.1% | +6.1% |
| YTD | +22.7% | -43.3% | +66.0% | +26.5% |
| 1Y | +36.4% | -56.1% | +92.5% | +43.1% |
| 3Y | +50.4% | -51.1% | +101.5% | +53.1% |
| 5Y | +67.6% | -78.5% | +146.1% | +73.4% |
| All | +67.6% | -78.2% | +145.8% | +73.4% |
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